Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Johnson is a financial advisor with over 15 years of experience in the industry. Daniel currently works for J.p. Morgan Securities LLC, where he serves clients in Massachusetts, New Hampshire, and Rhode Island. Previously, Daniel worked for several other firms including LPL Financial LLC, Citizens Securities, Inc., VOYA Financial Advisors, Inc., GWFS Equities, Inc., Vanguard Marketing Corporation, and H. Beck, Inc.. Daniel holds licenses for Series 6, 7, 63, and 66 exams. Daniel has experience providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and 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
MA
05/29/2024 - Present
J.p. Morgan Securities LLC (Braintree MA)
MA
01/13/2022 - 05/21/2024
LPL FINANCIAL LLC (SOUTH BOSTON MA)
MA
06/29/2018 - 12/08/2021
CITIZENS SECURITIES, INC. (MARSHFIELD MA)
MA
11/11/2013 - 06/22/2018
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
07/11/2011 - 10/30/2013
GWFS EQUITIES, INC. (ANDOVER MA)
PA
02/22/2010 - 07/06/2011
VANGUARD MARKETING CORPORATION (MALVERN PA)
MD
04/24/2007 - 03/04/2009
H. BECK, INC. (ROCKVILLE MD)
BOTH
Issued 03/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2007
Series 6 - Investment Company Products/Variable Contracts 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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