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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Medina is a financial advisor with over 20 years of experience in the industry. Daniel Medina has a strong background in financial planning and portfolio management, with a focus on high-net-worth individuals and institutional clients. Daniel Medina currently works at J.p. Morgan Securities LLC, where Daniel Medina is a Registered Representative. Before joining J.p. Morgan Securities LLC, Daniel Medina was employed with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., CHASE INVESTMENT SERVICES CORP., CLAYMORE SECURITIES, INC., JACKSON NATIONAL LIFE DISTRIBUTORS, INC., CHARTER ONE SECURITIES, INC., and INVESTMENT NETWORK, INC.. Daniel Medina's experience and expertise help Daniel Medina provide tailored financial solutions that meet the unique needs of each client.
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
CO
09/03/2015 - Present
J.p. Morgan Securities LLC (WESTMINSTER CO)
CO
11/20/2009 - 05/19/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
CO
10/09/2009 - 11/20/2009
CHASE INVESTMENT SERVICES CORP. (ENGLEWOOD CO)
IL
08/27/2007 - 11/04/2008
CLAYMORE SECURITIES, INC. (CHICAGO IL)
TN
02/01/2002 - 12/31/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
OH
01/01/2000 - 10/10/2001
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
08/01/1999 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
BOTH
Issued 06/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1999
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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