Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kirk is a financial advisor with over 20 years of experience in the industry. Daniel currently works at J.P. Morgan Securities LLC, where he has been since June 2023. Prior to that, Daniel worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and CCO Investment Services Corp.. Daniel has a wide range of experience in financial services, including investment advisory services, financial planning, and portfolio management. Daniel is licensed to sell securities in 50 states and the District of Columbia.
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
FL
07/06/2023 - Present
J.p. Morgan Securities LLC (Orlando FL)
FL
10/11/2018 - 06/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
FL
10/02/2014 - 10/10/2018
WELLS FARGO CLEARING SERVICES, LLC (ORLANDO FL)
DE
01/08/2013 - 09/24/2014
CCO INVESTMENT SERVICES CORP. (DOVER DE)
PA
04/25/2006 - 12/11/2012
WELLS FARGO ADVISORS, LLC (WAYNE PA)
PA
07/23/1997 - 06/27/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 4/24/2006
Series 6 - Investment Company Products/Variable Contracts 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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