Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Eric Berger is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with J.P. Morgan Securities LLC and has held previous positions with Barclays Capital Inc., Lehman Brothers Inc., E*TRADE Clearing LLC, and Harrisdirect LLC. Daniel holds Series 63, 24, SIE, 99, and 7 licenses and specializes in various financial services, including securities, investment advisory, and other financial products. Daniel has a strong track record of success in providing personalized financial advice and investment management services to a wide range of clients, including individuals, corporations, 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
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2
NY
05/25/2017 - Present
J.p. Morgan Securities LLC (New York NY)
NY
09/22/2008 - 05/12/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/01/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
02/07/2006 - 08/04/2006
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
05/26/1999 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
BC
Issued 07/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 99 - Operations Professional Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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