Unclaimed
Daniela Solimano is a financial professional with J.p. Morgan Securities LLC, a well-established firm with a broad range of services. Daniela has a Series 63 and Series 6TO licenses, as well as the Securities Industry Essentials (SIE) exam. Daniela is registered to provide investment advice in Illinois. Daniela has experience in investment advisory and financial planning, making her a well-rounded advisor who can assist clients with various financial needs.
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
IL
11/09/2022 - Present
J.p. Morgan Securities LLC (DEERFIELD IL)
BC
Issued 11/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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