Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel R. Andreuzzi is a registered investment advisor with J.P. Morgan Securities LLC. Daniel has been active in the industry since 2004 and holds Series 7, Series 31, Series 63, and Series 65 licenses. Daniel has over 20 years of experience in the financial services industry. In addition to serving as a registered representative, Daniel is also a licensed investment advisor. Daniel works with a variety of clients including high-net-worth individuals, families, and businesses. Daniel has a strong track record of success in helping clients achieve their financial goals. Daniel's previous affiliations include Chase Investment Services Corp. and Citigroup Global Markets 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.
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
MI
09/23/2013 - Present
J.p. Morgan Securities LLC (ANN ARBOR MI)
MI
06/04/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ANN ARBOR MI)
MI
11/22/2004 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
IA
Issued 06/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/2004
Series 7 - General Securities 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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