Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zheng is a registered representative with Franklin Distributors, LLC. Daniel has been in the securities industry since July 20, 2018. Daniel Zheng is registered in New York and holds the following securities licenses: Series 7, Series 63, Series 52 and Series 52TO. Daniel Zheng was previously registered with 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.
1
2
NY
04/19/2022 - Present
Franklin Distributors, LLC (NEW YORK NY)
NY
09/11/2017 - 06/09/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 09/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Zheng is the right advisor for you? Invested Better is here to help.
