Unclaimed
Danielle Demarco is a financial advisor with J.P. Morgan Securities LLC. Danielle has been in the industry since 2002. Danielle is a registered representative in New Jersey and New York, and is also registered as an investment advisor representative in New Jersey and New York. Danielle specializes in providing financial advice to individuals, corporations, and charitable organizations. Danielle is committed to providing her clients with the highest level of personalized service.
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
11/24/2021 - Present
J.p. Morgan Securities LLC (LAKE GROVE NY)
NY
08/02/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (STONY BROOK NY)
NY
08/27/2002 - 07/12/2007
WM FINANCIAL SERVICES, INC. (LAKE GROVE NY)
IA
Issued 01/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
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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