Unclaimed
Daniel Lichtenberger is a financial advisor with J.P. Morgan Securities LLC. Daniel has over 15 years of experience in the financial services industry. Daniel is licensed to provide investment advice and securities services in multiple states. Daniel specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and businesses.
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
04/11/2023 - Present
J.p. Morgan Securities LLC (New York NY)
DE
12/26/2014 - 03/03/2020
J.P. MORGAN SECURITIES LLC (NEWARK DE)
NY
10/01/2008 - 03/20/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 04/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2014
Series 99 - Operations Professional Examination
BC
Issued 12/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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