Unclaimed
Diego Reyes is a registered representative with J.P. Morgan Securities LLC, offering investment services in PORT HUENEME, CA. Diego Reyes is licensed in California and has been in the industry since October 18, 2021. Diego Reyes's registration includes series 63, Series 6TO, and SIE licenses. Diego Reyes specializes in financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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
CA
10/19/2021 - Present
J.p. Morgan Securities LLC (PORT HUENEME CA)
BC
Issued 11/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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