Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Salsberg has been in the financial industry since July 22, 1992. Currently, Daniel Salsberg works at J.p. Morgan Securities LLC and is registered in New Jersey and New York. Daniel Salsberg has also worked at Chase Investment Services Corp., LH Ross & Company, Inc., Salomon Grey Financial Corporation, Gunnallen Financial, Inc, Benchmark Securities Group, Inc., Refco Securities, LLC, Refco Securities, Inc., and Bersec International Corporation. Daniel Salsberg has passed the Series 63, Series 65, and Series 66 exams. Daniel Salsberg also holds the Series 55 and Series 7 licenses.
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
NY
09/13/2021 - Present
J.p. Morgan Securities LLC (MINEOLA NY)
NY
01/27/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MINEOLA NY)
FL
08/03/2004 - 01/05/2005
LH ROSS & COMPANY, INC. (BOCA RATON FL)
TX
01/13/2004 - 07/22/2004
SALOMON GREY FINANCIAL CORPORATION (DALLAS TX)
FL
08/27/2003 - 01/02/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
OK
01/13/2003 - 09/12/2003
BENCHMARK SECURITIES GROUP, INC. (OKLAHOMA CITY OK)
NY
08/01/1997 - 10/02/2002
REFCO SECURITIES, LLC (NEW YORK NY)
NA
07/07/1997 - 07/29/1997
REFCO SECURITIES, INC.
NA
02/28/1992 - 07/14/1997
BERSEC INTERNATIONAL CORPORATION
BOTH
Issued 08/20/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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