Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Levine is a financial advisor at J.p. Morgan Securities LLC. Daniel has been in the financial services industry since 1983. Daniel holds Series 7, 22, 24, 63, and 66 licenses, along with the SIE. Daniel has a broad range of experience in the financial services industry, working with individuals, corporations, and institutions. Daniel is registered to provide investment advice in California, Florida, Missouri, Nevada, North Carolina, Oregon, Texas, Utah and Washington. In addition to investment advisory services, Daniel also offers financial planning and insurance services. Daniel also has experience in pension consulting.
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
CA
03/08/2021 - Present
J.p. Morgan Securities LLC (PALM DESERT CA)
CA
08/05/2015 - 01/11/2021
TD AMERITRADE, INC. (INDIAN WELLS CA)
CA
03/04/2014 - 07/30/2015
CUSO FINANCIAL SERVICES, L.P. (RIVERSIDE CA)
CA
10/04/2010 - 03/10/2014
MML INVESTORS SERVICES, LLC (INDIAN WELLS CA)
CA
04/07/2004 - 09/09/2010
NYLIFE SECURITIES LLC (INDIAN WELLS CA)
MA
08/08/2001 - 02/09/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/08/2001 - 02/09/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
DE
10/30/2000 - 06/08/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
06/09/1997 - 10/20/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
07/23/1991 - 06/23/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
07/28/1982 - 07/18/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BOTH
Issued 03/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/27/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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