Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Warren is a registered investment advisor representative with J.P. Morgan Securities LLC. Daniel has been in the industry since 2006 and is licensed to provide investment advice in multiple states. Previously, Daniel worked for Morgan Stanley and Citigroup Global Markets Inc. Daniel is a Series 7 and Series 66 licensed representative.
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
12/19/2017 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
06/01/2009 - 11/03/2017
MORGAN STANLEY (BOSTON MA)
MA
04/02/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
10/11/2006 - 04/09/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
MA
07/24/2006 - 10/04/2006
MML INVESTORS SERVICES, INC. (BOSTON MA)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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 Warren is the right advisor for you? Invested Better is here to help.
