Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bacardi is a registered representative with J.p. Morgan Securities LLC, with over 20 years of experience in the financial services industry. Daniel has held various positions at J.p. Morgan Securities LLC and its predecessor firms, including J.P. MORGAN SECURITIES INC., IDB CAPITAL CORP., and VFINANCE INVESTMENTS, INC. Daniel is licensed in 53 states and holds series 7, 9, 10, 63, and 66 licenses, allowing Daniel to offer a wide range of investment products and services to individuals, businesses, and institutions.
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
FL
09/12/2022 - Present
J.p. Morgan Securities LLC (Miami FL)
NY
04/19/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
12/16/2004 - 04/07/2006
IDB CAPITAL CORP. (NEW YORK NY)
NY
09/29/2004 - 10/04/2004
IDB CAPITAL CORP. (NEW YORK NY)
FL
12/02/2003 - 09/27/2004
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
NY
12/23/1999 - 07/02/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/18/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities 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
Not sure Daniel Bacardi is the right advisor for you? Invested Better is here to help.
