Unclaimed
Daniel Woodrow is a registered representative with J.p. Morgan Securities LLC and has been in the industry since April 15, 2018. Daniel is licensed to sell securities in the state of New Jersey and is located in Jersey City. Daniel has passed the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). Daniel specializes in providing a range of financial services, including portfolio management, financial planning, and pension consulting.
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
NJ
04/16/2018 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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