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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Parsons is a financial advisor who has been working in the industry since 2009. Parsons has a broad range of experience with various investment services and products. He offers investment advisory services through J.P. Morgan Securities LLC. Prior to joining J.P. Morgan, Parsons worked as a financial advisor for CHASE INVESTMENT SERVICES CORP. and FIRST INVESTORS CORPORATION. Parsons has passed several industry exams including Series 6, 7, 63, and 66. Parsons is registered to provide investment advice in several states including Alaska, Arizona, Arkansas, California, Colorado, Florida, Hawaii, Illinois, Iowa, Kansas, Michigan, Nebraska, New Mexico, New York, Oregon, South Dakota, Tennessee, Texas, Utah, Virginia, Washington and Wyoming.
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
CO
06/18/2020 - Present
J.p. Morgan Securities LLC (LOVELAND CO)
CO
05/18/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FORT COLLINS CO)
NY
08/20/2009 - 06/07/2010
FIRST INVESTORS CORPORATION (ROCHESTER NY)
BOTH
Issued 02/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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