Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Dela rosa is a financial professional with over 10 years of experience in the industry. Greg is currently registered with J.P. Morgan Securities LLC in YUCCA VALLEY, CA. Previously, Greg was registered with U.S. Bancorp Investments, Inc. and UnionBanc Investment Services, LLC. Greg holds Series 6, 7, 63, 6TO, and SIE licenses. Greg specializes in various financial services including portfolio management, investment management, and financial planning.
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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2
CA
07/13/2022 - Present
J.p. Morgan Securities LLC (YUCCA VALLEY CA)
CA
09/11/2014 - 05/19/2015
U.S. BANCORP INVESTMENTS, INC. (YUCCA VALLEY CA)
CA
03/26/2013 - 09/08/2014
UNIONBANC INVESTMENT SERVICES, LLC (PALM SPRINGS CA)
CA
12/12/2011 - 03/21/2012
UNIONBANC INVESTMENT SERVICES, LLC (YUCCA VALLEY CA)
BC
Issued 07/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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