Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fitzpatrick is a financial professional with over 30 years of experience in the industry. Daniel has a proven track record of success in the securities industry and specializes in providing a variety of financial products and services to individuals, corporations and institutions. Daniel currently works for J.P. Morgan Securities LLC, where he has held a position since 2011. Before joining J.P. Morgan Securities LLC, Daniel worked for Tradeweb LLC, Hudson Securities, Inc., Crown Financial Group, Inc., Securities & Investment Planning Co., Jefferies & Company, Inc., SG Cowen Securities Corporation, Cowen & Co. and CS First Boston Corporation.
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
NY
03/04/2011 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/15/2006 - 03/05/2009
TRADEWEB L.L.C (NEW YORK NY)
NJ
10/12/2004 - 02/25/2005
HUDSON SECURITIES,INC. (JERSEY CITY NJ)
NJ
06/04/2003 - 10/15/2004
CROWN FINANCIAL GROUP, INC. (JERSEY CITY NJ)
NJ
03/22/2002 - 06/02/2003
SECURITIES & INVESTMENT PLANNING CO. (MORRISTOWN NJ)
NY
09/30/1999 - 03/22/2002
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
07/01/1998 - 10/15/1999
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
05/01/1991 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
03/25/1987 - 11/28/1990
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
12/21/1983 - 04/03/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2004
Series 4 - Registered Options Principal Examination
BC
Issued 07/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/17/1983
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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