Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jonker is a financial advisor with Summit Financial, LLC, based in New Milford, CT. Daniel has over 15 years of experience in the financial services industry. Daniel has held previous roles at Fieldpoint Private Securities, LLC, J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., MBSC Securities Corporation, BNY Investment Center Inc., BNY Hamilton Distributors, Inc., and BISYS Fund Services Limited Partnership. Daniel is a Series 6, 7, 24, 26, 63, 65, and 66 licensed professional. Daniel offers a range of financial services including financial planning, pension consulting, and portfolio management for individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
12/22/2022 - Present
Summit Financial, LLC (NEW MILFORD CT)
CT
10/15/2018 - 12/22/2022
FIELDPOINT PRIVATE SECURITIES, LLC (GREENWICH CT)
NY
10/01/2008 - 10/15/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
CT
12/06/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW CANAAN CT)
NY
09/25/2007 - 11/19/2007
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
03/02/2006 - 09/10/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
ME
04/29/1997 - 09/22/2005
BNY HAMILTON DISTRIBUTORS, INC. (PORTLAND ME)
ME
02/18/1997 - 12/11/1998
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
IA
Issued 01/28/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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