Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Benati is a financial advisor with over 25 years of experience in the financial services industry. Daniel Benati is currently registered with J.P. Morgan Securities LLC. Daniel Benati has held previous positions with CHASE INVESTMENT SERVICES CORP., EDWARD JONES, HSBC SECURITIES (USA) INC., HSBC BROKERAGE (USA) INC., CADARET, GRANT & CO., INC., BRIGHTON SECURITIES CORP., and M&T SECURITIES, INC. Daniel Benati is licensed to offer financial products and services in numerous states across the United States.
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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2
NY
05/22/2020 - Present
J.p. Morgan Securities LLC (WEBSTER NY)
NY
09/14/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEBSTER NY)
NY
09/02/2005 - 09/12/2006
EDWARD JONES (PENFIELD NY)
NY
01/01/2005 - 09/13/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
04/27/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
09/29/1999 - 04/11/2000
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
02/10/1999 - 09/24/1999
BRIGHTON SECURITIES CORP. (ROCHESTER NY)
MD
02/20/1996 - 01/21/1999
M&T SECURITIES, INC. (BALTIMORE MD)
IA
Issued 01/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1996
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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