Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Freise has been in the financial industry since 2006. Daniel is a registered representative with J.P. Morgan Investment Management Inc. Daniel has experience working in the financial industry with firms such as J.P. MORGAN SECURITIES LLC, MARKETAXESS CORPORATION, NORTHEAST SECURITIES, INC., TD WEALTH MANAGEMENT SERVICES INC. and POPULAR SECURITIES, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
01/22/2021 - Present
J.p. Morgan Investment Management Inc. (New York NY)
NY
04/30/2012 - 07/18/2019
J.P. MORGAN SECURITIES LLC (New York NY)
NY
04/30/2010 - 09/07/2011
MARKETAXESS CORPORATION (NEW YORK NY)
NY
09/24/2009 - 03/17/2010
NORTHEAST SECURITIES, INC. (NEW YORK NY)
NY
10/13/2008 - 07/01/2009
TD WEALTH MANAGEMENT SERVICES INC. (NEW YORK NY)
NY
07/18/2006 - 01/09/2008
POPULAR SECURITIES, INC. (NEW YORK NY)
PA
12/06/2002 - 06/13/2006
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
BC
Issued 03/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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