Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Seth Margolis is a financial advisor who has been active in the industry since November 3, 2019. He is currently registered with Mesirow Financial, Inc. in Illinois and New York. Daniel Margolis holds the Series 63, Series 79, and SIE exams. His previous experience includes working at J.P. MORGAN SECURITIES LLC.
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.
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.
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2
IL
01/11/2021 - Present
Mesirow Financial, Inc. (CHICAGO IL)
IL
02/07/2018 - 04/16/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BC
Issued 03/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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