Unclaimed
Diego Andres Canas Ortiz is a registered representative with J.p. Morgan Securities LLC in NAPLES, FL. Diego is currently registered in Florida. Diego has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination and has been in the industry for over 10 years.
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
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FL
11/01/2023 - Present
J.p. Morgan Securities LLC (NAPLES FL)
BC
Issued 11/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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