Unclaimed
Danielle Fasci is a financial advisor at J.p. Morgan Securities LLC. Danielle has been in the financial industry for over 16 years. Prior to joining J.p. Morgan Securities LLC, Danielle held positions at a number of other firms including FSC Securities Corporation, Woodbury Financial Services, Inc., Royal Alliance Associates, Inc., SAGEPOINT FINANCIAL, INC., Raymond James Financial Services, Inc., Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Danielle is licensed to sell securities in a number of states, including Arizona, New York, Ohio, and Texas. Danielle is also registered as an investment advisor representative in Arizona, New York, Ohio, and Texas. Danielle specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.
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
AZ
01/14/2019 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
02/25/2014 - 12/21/2018
FSC SECURITIES CORPORATION (PHOENIX AZ)
AZ
02/25/2014 - 12/21/2018
ROYAL ALLIANCE ASSOCIATES, INC. (PHOENIX AZ)
AZ
02/25/2014 - 12/21/2018
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
02/25/2014 - 12/21/2018
WOODBURY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
11/04/2011 - 12/31/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
06/01/2009 - 11/09/2011
MORGAN STANLEY SMITH BARNEY (PHOENIX AZ)
AZ
05/12/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
AZ
10/16/2007 - 05/12/2008
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 06/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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