Unclaimed
Dionna Dolores Williams is a registered representative with Farmers Financial Solutions, LLC, a firm based in Santa Cruz, CA. Dionna has been in the industry for 2 years and holds Series 63, Series 6TO, and SIE licenses. Prior to joining Farmers Financial Solutions, LLC, Dionna worked at J.P. MORGAN SECURITIES LLC. Dionna is registered to conduct business in California and South Carolina.
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.
1
2
CA
06/07/2024 - Present
Farmers Financial Solutions, LLC (Santa Cruz CA)
CA
06/29/2022 - 03/05/2024
J.P. MORGAN SECURITIES LLC (CAPITOLA CA)
BC
Issued 06/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Dionna Williams is the right advisor for you? Invested Better is here to help.