Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Toto is a financial professional with over a decade of experience in the industry. Daniel is currently registered with J.p. Morgan Securities LLC in Greenvale, NY. Daniel specializes in providing financial advice to a wide range of clients, including individuals, businesses, and institutions. Daniel is committed to providing personalized financial advice and helping clients achieve their financial goals.
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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NY
07/27/2023 - Present
J.p. Morgan Securities LLC (GREENVALE NY)
NY
09/16/2013 - 12/23/2014
LAIDLAW & COMPANY (UK) LTD. (MELVILLE NY)
NY
11/27/2012 - 03/15/2013
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
NY
07/25/2006 - 07/11/2007
DREYFUS SERVICE CORPORATION (UNIONDALE NY)
BC
Issued 08/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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