Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Urbanowicz is a financial advisor at J.P. Morgan Securities LLC. Daniel has been in the financial services industry since 2006. Daniel has a Series 7, Series 31, and Series 66 license. Daniel has worked at several firms including First Republic Securities Company, LLC, Stifel, Nicolaus & Company, Incorporated, Barclays Capital Inc., Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Daniel specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Pension Consulting and Financial Planning. Daniel’s current firm, J.P. Morgan Securities LLC, is a large firm with over $50 Billion in assets under management.
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
09/29/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/16/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NJ
11/24/2021 - 11/09/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
NY
08/29/2011 - 12/17/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/01/2009 - 08/05/2011
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
10/24/2006 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 11/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/2006
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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