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Danielle Shabi

J.p. Morgan Institutional Investments Inc.

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About Danielle Shabi

Danielle Shabi is a financial advisor with J.p. Morgan Institutional Investments Inc. Danielle holds the Series 7TO, Series 63 and SIE licenses. She is registered with the states of Alabama, Florida, Georgia, Mississippi, New Jersey, New York, and Puerto Rico. Danielle has been in the financial services industry since August 13, 2022. Previously, Danielle was employed with J.P. MORGAN SECURITIES LLC.

Firm Information

Danielle Shabi is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Danielle Shabi’s Registration & Firm History

NY

02/07/2023 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

NY

07/21/2022 - 01/13/2023

J.P. MORGAN SECURITIES LLC (New York NY)

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Licenses & Designations

BC

Issued 09/12/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle Shabi.
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