Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Newman is a financial advisor who works for J.p. Morgan Securities LLC. Daniel has been in the industry since 2020. Daniel specializes in a variety of financial services including financial planning, pension consulting and selection of other advisors. Daniel works with a variety of clients including individuals, businesses, and charitable organizations. Daniel is licensed to provide securities and investment advisory services in the state of Delaware.
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
DE
07/20/2020 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 07/19/2020
Series 99TO - Operations Professional Examination
BC
Issued 03/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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