Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schnee is a financial professional with over five years of experience in the industry. Daniel is currently registered with J.p. Morgan Securities LLC and is licensed to offer securities and investment advisory services in Connecticut, New Jersey, New York, North Carolina, and Texas. Daniel has previously worked with Reid & Rudgier LLC and Sovereign Global Advisors LLC. Daniel holds the Series 6, 7, 63, and SIE licenses. Daniel specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and the selection of other advisors.
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
04/10/2023 - Present
J.p. Morgan Securities LLC (COMMACK NY)
NY
01/04/2021 - 03/16/2023
REID & RUDIGER LLC (NEW YORK NY)
NY
12/12/2017 - 12/31/2020
SOVEREIGN GLOBAL ADVISORS LLC (Farmingdale NY)
BC
Issued 03/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
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
Not sure Daniel Schnee is the right advisor for you? Invested Better is here to help.
