Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Moreno Claudio is a financial professional with over 10 years of experience in the industry. Danny holds the Series 63, Series 79, and SIE licenses. Currently, Danny is registered with J.p. Morgan Securities LLC. Danny has been with J.p. Morgan Securities LLC since April 2010. Previously, Danny has held no other registrations.
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
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NY
04/12/2010 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 04/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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