Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diego? Claim Your ProfileDiego Diaz is a financial professional with over 3 years of experience in the industry. Diego is currently registered with J.p. Morgan Securities LLC in San Diego, CA and is licensed to provide investment advice and services in Arizona, California, Kansas, New York, and Utah. Diego has a strong background in investment company products and variable contracts, as evidenced by his Series 6 license. Diego's previous experience at J.P. MORGAN SECURITIES LLC provides a foundation for the expertise and knowledge Diego brings to his current role. Diego specializes in various investment products and services, including but not limited to investments, financial planning, and portfolio management.
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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2
CA
12/04/2019 - Present
J.p. Morgan Securities LLC (SAN DIEGO CA)
CA
03/20/2015 - 03/15/2018
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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