Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rodriguez is a financial advisor with J.P. Morgan Securities LLC, located in Chicago, Illinois. Daniel has been in the financial industry since 2010. Daniel is licensed to provide financial services in California and Illinois. Daniel is also registered with FINRA as well as Series 6, 6TO, and SIE. Daniel's specialties include investment company products, variable contracts, portfolio management for individuals, and portfolio management for businesses.
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
IL
02/08/2021 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
10/01/2012 - 05/31/2016
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
01/22/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 02/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Rodriguez is the right advisor for you? Invested Better is here to help.
