Dinorah Sanchez (CRD# 7166756) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Indio, CA and has over 4 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Palm Desert, CA | Jan 2024 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Palm Desert, CA | Jan 2024 - Current | < 1 |
Wells Fargo Clearing Services, LLC | Palm Desert, CA | Aug 2014 - Jan 2024 | 9 |
Wells Fargo Bank Na | Palm Desert, CA | Aug 2014 - Jan 2024 | 9 |
Unemployed | Beaumont, CA | Jul 2014 - Jul 2014 | < 1 |
Automobile Club Of Southern Ca | Palm Springs, CA | May 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- CA
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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