Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Lauren Masin is a financial advisor with J.P. Morgan Securities LLC. Danielle has been in the financial services industry since 2019. Danielle is registered with the state of Texas and has been licensed as a registered representative and investment advisor representative. Danielle has passed the SIE, Series 7TO, Series 9, and Series 10 exams, as well as the Uniform Combined State Law Examination. Danielle provides a variety of financial services to clients including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
TX
09/30/2024 - Present
J.p. Morgan Securities LLC (The Woodlands TX)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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