Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dina? Claim Your ProfileDina McAfee is a financial professional with over 18 years of experience in the industry. Dina is currently registered with J.p. Morgan Institutional Investments Inc., located in New York, NY. Previously, Dina has held positions with J.P. MORGAN SECURITIES LLC, FIDELITY BROKERAGE SERVICES LLC, PERSHING LLC, BNY MELLON CAPITAL MARKETS, LLC, and MAXIM GROUP LLC. Dina is licensed to provide investment advice in all 50 states and holds several professional designations.
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.
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.
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2
NY
08/23/2023 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
WA
07/26/2021 - 08/01/2023
J.P. MORGAN SECURITIES LLC (Seattle WA)
WA
01/08/2019 - 06/04/2021
FIDELITY BROKERAGE SERVICES LLC (LYNNWOOD WA)
NY
10/07/2014 - 06/08/2018
PERSHING LLC (NEW YORK NY)
NY
03/30/2012 - 06/08/2018
BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)
NJ
06/06/2006 - 04/03/2012
PERSHING LLC (JERSEY CITY NJ)
NY
05/03/2005 - 05/23/2006
MAXIM GROUP LLC (NEW YORK NY)
NY
09/03/2004 - 04/25/2005
MAXIM GROUP LLC (NEW YORK NY)
BOTH
Issued 02/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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