Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Eduardo Sam quintana is an investment advisor with J.p. Morgan Securities LLC. Daniel has been in the industry since 2022. Daniel is registered to offer investment advice in Florida. Daniel specializes in providing financial planning, pension consulting, and portfolio management services.
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
07/06/2022 - Present
J.p. Morgan Securities LLC (BOCA RATON FL)
BC
Issued 07/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Sam quintana is the right advisor for you? Invested Better is here to help.
