Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lasater is a financial professional with J.P. Morgan Securities LLC. Daniel is registered in Colorado and holds the Series 6TO and SIE licenses. Daniel's experience in the industry dates back to June 2024. Daniel specializes in a variety of investment areas including portfolio management for individuals and businesses, financial planning and pension consulting.
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
06/18/2024 - Present
J.p. Morgan Securities LLC (DENVER CO)
BC
Issued 06/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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