Dianne Jurica, financial advisor Traverse City MI
89 score

Dianne Jurica

CRD Number: 5428883
Current Firm: Morgan Stanley

Dianne Jurica (CRD# 5428883) is an Investment Advisor Representative working at Morgan Stanley in Traverse City, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Traverse City, MI Dec 2013 - Current 3
Morgan Stanley Smith Barney LLC Traverse City, MI Jun 2009 - Dec 2013 4
Citigroup Global Markets Inc. Traverse City, MI Sep 2007 - Jun 2009 1
Unemployed Traverse City, MI Jun 2005 - Sep 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Dianne S. Jurica
Phone Number: 914-225-5510
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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