Unclaimed
Daniel Minicucci is a financial advisor who is registered in 17 states. Daniel is currently employed by J.p. Morgan Institutional Investments Inc. Daniel has been in the securities industry since March 15, 2018. Daniel has passed the Series 66, Series 7, and the Securities Industry Essentials Examination.
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.
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.
1
2
NY
09/18/2019 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
TN
06/01/2018 - 08/27/2019
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
03/08/2018 - 05/29/2018
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/12/2016 - 09/26/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 04/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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