Unclaimed
Diana Valeria Solorzano is a financial advisor with J.P. Morgan Securities LLC, a leading investment firm with over $50 billion in assets under management. Diana has been in the financial industry since 2010 and holds both the Series 6 and Series 63 licenses. Diana is registered in eight states, including Florida, Arizona, Colorado, Georgia, Illinois, New Jersey, North Carolina, and Ohio. Diana specializes in working with a variety of clients, including individuals, families, and businesses. She offers a comprehensive range of financial services, including financial planning, investment management, and retirement planning. Diana's previous experience with Chase Investment Services Corp. provides a strong foundation for her commitment to client success.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/01/2012 - Present
J.p. Morgan Securities LLC (MIAMI FL)
FL
05/13/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMI FL)
BC
Issued 10/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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