Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Pineda is a financial advisor with J.P. Morgan Securities LLC in Houston, Texas. Daniel Pineda has been in the financial industry since 2010. Daniel Pineda is registered with the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Investment Company Products/Variable Contracts Representative Examination (Series 6). Daniel Pineda is also registered with the state of Texas and New York. Daniel Pineda has experience working with various clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Daniel Pineda can provide a range of financial services, including financial planning, pension consulting, and selection of other advisors. Daniel Pineda has been with J.P. Morgan Securities LLC since 2012. Prior to joining J.P. Morgan Securities LLC, Daniel Pineda worked for Citigroup Global Markets Inc. Daniel Pineda is a registered representative with FINRA.
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
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2
TX
10/30/2023 - Present
J.p. Morgan Securities LLC (Houston TX)
FL
11/11/2022 - 09/20/2023
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
TX
10/01/2012 - 09/16/2022
J.P. MORGAN SECURITIES LLC (Houston TX)
NY
07/15/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BC
Issued 08/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2010
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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