Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Alberto Dastas is a financial advisor with J.p. Morgan Securities LLC. Jose Alberto Dastas is a registered representative and has been in the financial services industry since 2012. Jose Alberto Dastas holds Series 6, SIE, and Series 79TO licenses, as well as a Series 63 license. Jose Alberto Dastas is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to offer financial advice in 53 states and jurisdictions. Jose Alberto Dastas has experience working with a wide range of clients, including individuals, businesses, charitable organizations, and pension plans.
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
AZ
08/08/2023 - Present
J.p. Morgan Securities LLC (Phoenix AZ)
AZ
10/01/2012 - 02/02/2015
J.P. MORGAN SECURITIES LLC (GILBERT AZ)
AZ
09/19/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHANDLER AZ)
BC
Issued 09/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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