Unclaimed
Daniel Green is a registered representative with Lord, Abbett & Co. LLC, in Jersey City, NJ. Daniel has been in the securities industry since May 2013 and has licenses including Series 7, Series 63, and Series 66. Daniel has a strong background in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Lord, Abbett & Co. LLC, Daniel worked at J.P. Morgan Securities LLC in New York, NY. Daniel is also a real estate referral agent.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
09/09/2015 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NY
05/21/2013 - 07/15/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 09/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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