Unclaimed
Daniele Molteni is a registered representative with J.p. Morgan Securities LLC, an active FINRA broker-dealer with over $50 billion in assets under management. Daniele is licensed to conduct securities business in the state of New York and has been active in the industry since September 4, 2012. Daniele holds the Series 63, Series 79, and SIE licenses.
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
NY
09/05/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 08/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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