Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Perez is a registered representative with J.p. Morgan Securities LLC. Daniel has been in the industry since May 13, 2013 and has a strong background in securities and operations. Daniel has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). Daniel is active in the firm's Plano, Texas office and has worked with clients of all types, including individuals, families, corporations, and institutions.
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
TX
05/14/2013 - Present
J.p. Morgan Securities LLC (Plano TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Daniel Perez is the right advisor for you? Invested Better is here to help.
