Unclaimed
Diane Michele Lemanski is a financial professional with over 20 years of experience in the industry. Diane is currently registered with J.P. Morgan Securities LLC in Birmingham, MI. Previously, Diane was employed by Chase Investment Services Corp. in Troy, MI and BANC ONE SECURITIES CORPORATION in Chicago, IL.
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
MI
05/17/2021 - Present
J.p. Morgan Securities LLC (BIRMINGHAM MI)
MI
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (TROY MI)
MI
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TROY MI)
IL
02/25/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 06/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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