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Daniel McGrail

National Financial Services LLC

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About Daniel McGrail

Daniel McGrail is a financial advisor with National Financial Services LLC. Daniel has been in the financial services industry since 2008 and is currently licensed in New Jersey and New York. Daniel holds the Series 63, Series 7 and SIE licenses. Daniel was previously registered with J.P. MORGAN CLEARING CORP. and J.P. MORGAN SECURITIES LLC.

Firm Information

Daniel McGrail is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel McGrail’s Registration & Firm History

NJ

04/14/2017 - Present

National Financial Services LLC (JERSEY CITY NJ)

NY

05/19/2006 - 03/12/2015

J.P. MORGAN CLEARING CORP. (NEW YORK NY)

NY

04/07/2014 - 04/21/2014

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/19/2006 - 12/31/2008

J.P.MORGAN SECURITIES INC. (BROOKLYN NY)

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Licenses & Designations

BC

Issued 05/05/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel McGrail.
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