Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina Marie Jones is a registered representative with Morgan Stanley. Dina has been in the securities industry since January 7, 1998. Dina is registered in 49 states and the District of Columbia. Dina holds the Series 7 and SIE licenses. Dina is also registered as an investment advisor representative in California and Texas. Dina has been with Morgan Stanley since June 2009. Dina also works as a makeup artist for Dior Cosmetics and Chanel Cosmetics during non-securities trading hours. Dina also works as a retail cashier for Williams-Sonoma during business hours.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/09/2012 - Present
Morgan Stanley (Laguna Niguel CA)
CA
04/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
CA
06/23/2004 - 04/03/2007
WACHOVIA SECURITIES, LLC (NEWPORT BEACH CA)
NY
12/02/1997 - 05/17/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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