Unclaimed
Daniel James Cook is a financial advisor with J.p. Morgan Securities LLC based in DENVER, CO. Daniel has been in the financial services industry since 2020. Daniel holds the Series 6TO and SIE licenses and is registered in Colorado. Daniel has a broad range of specializations, including fixed income, mutual funds, variable annuities, retirement planning, and investment advisory services.
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
12/17/2020 - Present
J.p. Morgan Securities LLC (DENVER CO)
BC
Issued 12/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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