Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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