Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Green is a financial advisor who has been working in the financial services industry since December 2011. Currently, Daniel is registered with J.P. Morgan Institutional Investments Inc., and is licensed in 7 states. Daniel has held previous positions with JPMorgan Distribution Services, Inc. and Nationwide Investment Services Corporation.
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.
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.
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2
OH
01/05/2015 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
10/31/2012 - 12/31/2014
JPMORGAN DISTRIBUTION SERVICES, INC. (WESTERVILLE OH)
OH
12/15/2011 - 10/22/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 11/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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