Unclaimed
Daniel Franklin Langenfeld is a financial advisor with J.p. Morgan Securities LLC. Daniel has been in the industry since March 14, 2004, and has experience working with both individual and institutional clients. Daniel holds the Series 6, SIE and Series 63 licenses. Previously, Daniel has worked at Chase Investment Services Corp., Banc One Securities Corporation, NYLife Securities Inc. and Woodbury Financial Services, Inc.. Daniel specializes in investments, retirement planning, and insurance.
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
AZ
10/01/2012 - Present
J.p. Morgan Securities LLC (SUN LAKES AZ)
AZ
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GILBERT AZ)
IL
04/18/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
06/12/2004 - 04/14/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
01/19/2004 - 04/20/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 01/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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