Unclaimed
Diana Lohrer is a registered representative with J.p. Morgan Institutional Investments Inc. Diana has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Diana is licensed to sell securities in Arizona, California, Colorado, Nevada, New Jersey, New Mexico, New York, Oklahoma, Utah and Wyoming. Prior to joining J.p. Morgan Institutional Investments Inc., Diana was employed by MBSC SECURITIES CORPORATION and MORGAN STANLEY.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
NJ
10/20/2016 - Present
J.p. Morgan Institutional Investments Inc. (Jersey City NJ)
NY
07/13/2015 - 10/06/2016
MBSC SECURITIES CORPORATION (New York NY)
NY
01/29/2013 - 07/13/2015
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 05/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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