Unclaimed
Daniel Silfer is a registered representative of J.p. Morgan Securities LLC and has been in the industry since August 2024. Daniel has a Series 66 license and is currently registered in NY. Daniel works in the Bellport, NY branch office of J.p. Morgan Securities LLC. Daniel is also a partner in Domus Mea LLC, a rental real estate properties holding company. Daniel is also the Operator/President of Mastery Enterprises Inc, a marketing and real estate sales company. Daniel is also a member of GRAME ENTERPRISES LLC, a small business that buys and sells industrial/electrical equipment. Daniel has experience working at several other firms, including Forest Hills Financial Group, Bowlero, The Lenard Team, The Trifilo Sales And Marketing Team, Hunt Real Estate, Asset Recovery Company Of America, Mastermind Toys Inc, and Asset Recovery Company Of America. Daniel's current firm, J.p. Morgan Securities LLC, manages more than $50 billion in assets for over 262,000 clients. J.p. Morgan Securities LLC's advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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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NY
09/25/2024 - Present
J.p. Morgan Securities LLC (BELLPORT NY)
Active
Inactive
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