Unclaimed
Daniel Carvino is a financial advisor with J.P. Morgan Securities LLC, a firm with more than 50 billion dollars in assets under management. Daniel has been in the industry since December 5, 2016 and is registered with FINRA and the state of New Jersey. Daniel is a licensed securities agent and is a Series 7, 79, and SIE exam holder. Daniel has a wide range of experience in the industry and is committed to providing his clients with the best possible service.
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
NJ
05/17/2018 - Present
J.p. Morgan Securities LLC (Saddlebrook NJ)
NJ
01/01/2015 - 06/10/2016
J.P. MORGAN SECURITIES LLC (MORRISTOWN NJ)
BC
Issued 02/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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