Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dean is a financial advisor with J.p. Morgan Institutional Investments Inc. Daniel has been in the industry since June 18, 2000. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 7, Series 24 and Series 63 licenses. Daniel holds a SIE license as well. Previously, Daniel has worked at JPMORGAN DISTRIBUTION SERVICES, INC., ALLIANCEBERNSTEIN INVESTMENTS, INC., SELIGMAN ADVISORS, INC., and COPELAND EQUITIES, INC. Daniel Dean is registered in 52 states and jurisdictions, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
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2
NY
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
10/13/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
09/20/2004 - 09/16/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
MA
03/22/1999 - 09/16/2002
SELIGMAN ADVISORS, INC. (BOSTON MA)
NJ
04/20/1998 - 02/18/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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