Unclaimed
Jovilyn Dalena is a financial professional with Bofa Securities, Inc. Jovilyn is registered in California and holds the Series 63, Series 79TO, and SIE licenses. Jovilyn has been working in the securities industry since April 4, 2024.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
04/05/2024 - Present
Bofa Securities, Inc. (PALO ALTO CA)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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