Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danila? Claim Your ProfileDanila Danesi is a registered investment advisor with J.p. Morgan Securities LLC. Danila has been active in the industry since December 2018 and holds licenses in Texas and Wisconsin. Danila provides financial planning services, pension consulting, and portfolio management services to individuals and businesses. They also have experience in selecting other advisors. Danila has been a board member of the Women's Fund of Greater Milwaukee since January 2023. Danila also has experience in the financial industry with previous positions at JPMorgan Chase Bank NA and Racon Capital Partners.
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
WI
03/13/2023 - Present
J.p. Morgan Securities LLC (Milwaukee WI)
IA
Issued 03/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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