Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dion? Claim Your ProfileDion Knafo is a financial advisor at J.P. Morgan Securities LLC, with a branch office in Charlotte, North Carolina. Dion has been in the financial industry since July 2022. Dion is registered with the state of North Carolina. Dion's Series 63, Series 6TO and SIE exams are active, indicating expertise in a range of securities products and markets.
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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NC
08/01/2022 - Present
J.p. Morgan Securities LLC (Charlotte NC)
BC
Issued 08/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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