Unclaimed
Daniel Armas is a financial advisor at J.P. Morgan Securities LLC. Daniel is a registered representative of FINRA and is licensed in Texas. Daniel has been in the industry since November 30, 2021 and has Series 6, Series 63, and SIE licenses. Daniel is an active member of the financial industry and is committed to providing his clients with the best possible financial advice.
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
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TX
12/01/2021 - Present
J.p. Morgan Securities LLC (ROSENBERG TX)
BC
Issued 12/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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