Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sivolella is an investment advisor representative with J.p. Morgan Securities LLC. Daniel has been in the industry since 1995 and holds a Series 7, Series 24, Series 63, and Series 65 license. Daniel is also a Chartered Financial Analyst (CFA). Daniel works with a variety of clients including individuals, corporations, and charitable organizations. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel's experience with J.P. Morgan Securities Inc., J.P. MORGAN ADVISORS, INC. and J.P. MORGAN CHASE BANK, NA provide a broad base of experience in the financial industry.
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
CA
08/03/2023 - Present
J.p. Morgan Securities LLC (San Francisco CA)
CA
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
NY
03/21/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/26/2000 - 03/19/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
04/20/1995 - 06/01/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 09/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/27/1995
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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