Unclaimed
Quina Dedios Keel is a licensed securities professional with over two decades of experience in the financial services industry. Quina has worked with J.p. Morgan Securities LLC since July 2022, providing investment advice and guidance to individual and institutional clients. Quina's previous experience includes roles at TIAA-CREF Individual & Institutional Services, LLC, BANC ONE SECURITIES CORPORATION, and INVEST FINANCIAL CORPORATION. Quina holds the Series 6, Series 6TO, Series 63, and SIE licenses. Quina is registered to provide investment advice in Washington.
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
WA
07/23/2022 - Present
J.p. Morgan Securities LLC (EDMONDS WA)
CO
09/19/2000 - 04/20/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
IL
01/08/1998 - 09/26/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
WI
02/21/1997 - 09/25/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
02/09/1996 - 02/18/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 09/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/06/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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