Unclaimed
Daniel Patrick Lyons is a securities professional with over 20 years of experience in the financial services industry. Daniel is currently registered with National Financial Services LLC and holds a Series 7, Series 24, and Series 63 license. Previously, Daniel was associated with J.P. Morgan Clearing Corp., J.P. Morgan Securities LLC, J.P. MORGAN SECURITIES INC. and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
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2
NJ
05/19/2015 - Present
National Financial Services LLC (JERSEY CITY NJ)
NY
08/29/2002 - 04/10/2015
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
04/07/2014 - 04/18/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/29/2002 - 12/31/2008
J.P.MORGAN SECURITIES INC. (BROOKLYN NY)
NJ
02/11/1999 - 11/06/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 04/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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