Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hardman is a financial professional with over 18 years of experience in the industry. Daniel is currently a Registered Representative with J.p. Morgan Securities LLC, based in San Francisco, California. Before joining J.p. Morgan Securities LLC, Daniel worked at several other firms including Montgomery & Co., LLC, Cantor Fitzgerald & Co. and Wells Fargo Securities, LLC. Daniel has expertise in investment banking and holds several licenses and registrations, including Series 7, 79, 79TO, 24, 63 and SIE. Daniel specializes in providing financial advice to individuals, businesses, insurance companies, charitable organizations and labor unions.
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
CA
02/14/2022 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
06/07/2010 - 04/16/2013
MONTGOMERY & CO., LLC (SAN FRANCISCO CA)
CA
09/24/2007 - 04/17/2009
CANTOR FITZGERALD & CO. (REDWOOD CITY CA)
CA
08/03/2006 - 08/14/2007
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
09/27/2004 - 07/26/2006
JEFFERIES & COMPANY, INC. (FOSTER CITY CA)
BC
Issued 05/06/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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