Unclaimed
Daniel Deegan is an active broker-dealer and investment advisor. Daniel is registered with J.p. Morgan Securities LLC. Daniel has been in the financial industry since 1985, working with clients in areas like retirement planning, college savings, insurance, and estate planning. Daniel has 53 active state registrations and is registered in District of Columbia, Maryland, New Jersey, New York, and Texas as an investment advisor.
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
NJ
08/10/2018 - Present
J.p. Morgan Securities LLC (Manasquan NJ)
NY
06/14/2013 - 10/14/2014
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
08/12/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
OH
07/12/1996 - 10/02/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
NY
11/06/1985 - 06/28/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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