Unclaimed
Marcelino Diaz is a financial professional registered with J.p. Morgan Securities LLC, located in NORTHFIELD, IL. Marcelino is licensed to provide financial advice in California, Florida, and Illinois. Marcelino specializes in various financial products and services.
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
1
2
IL
02/16/2024 - Present
J.p. Morgan Securities LLC (NORTHFIELD IL)
BC
Issued 03/04/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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