Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela R. Circu is a registered representative with J.P. Morgan Securities LLC. Daniela has been in the industry since 2014. Daniela is registered with FINRA and holds the Series 99 license and the Securities Industry Essentials (SIE) examination. Daniela has over 6 years of experience in the financial services industry. Daniela specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Daniela is located in Plano, Texas.
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
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2
TX
11/24/2014 - Present
J.p. Morgan Securities LLC (Plano TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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