Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McCarron is a financial advisor with J.p. Morgan Securities LLC. Daniel has been in the financial services industry since 2012. Daniel is registered with FINRA as a general securities representative and holds the Series 7, Series 6TO, and SIE licenses. Daniel is also registered as a securities agent in Connecticut, New Jersey, and New York. Daniel’s previous employers include Pershing Advisor Solutions LLC and BNY Investment Center Inc.
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
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2
NY
09/10/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
12/05/2013 - 11/27/2017
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NY
05/17/2002 - 09/24/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
BC
Issued 09/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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