Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Diaz is a financial professional who has been in the industry for over 1 year. Jerry is currently registered with Barclays Capital Inc. and holds Series 63, 6TO, and SIE licenses. Jerry's previous role was with J.P. Morgan Securities LLC where Jerry was registered for a short period.
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
04/18/2024 - Present
Barclays Capital Inc. (NEW YORK NY)
NY
12/21/2023 - 04/06/2024
J.P. MORGAN SECURITIES LLC (BRIARCLIFF NY)
BC
Issued 03/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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