Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle Lyons is a financial advisor with J.P. Morgan Securities LLC. Danielle has been a registered representative for over 27 years and has a wide range of experience in the financial services industry. Danielle holds Series 7, Series 63, and Series 65 licenses and has been registered in multiple states. Danielle is also a registered representative with J.P. Morgan Chase Bank NA. Danielle specializes in providing financial planning, investment management, 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
CA
01/06/2016 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
12/20/2013 - 01/28/2016
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
NY
02/18/2010 - 05/02/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/19/2005 - 03/02/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
SC
06/26/2000 - 11/10/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
12/20/1993 - 07/20/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 04/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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