Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dano? Claim Your ProfileDano W. Lopresti is a financial advisor with J.P. Morgan Securities LLC. Dano has been working in the financial industry since 1999 and has held licenses in both Florida and Texas. Dano has held previous positions with Raymond James & Associates, Inc., Triad Advisors, Inc. and J.W. Cole Financial, Inc. Dano has expertise in portfolio management for businesses and individuals as well as pension consulting and financial planning. Dano is a Certified Financial Planner and a Chartered Financial Consultant.
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
FL
05/04/2017 - Present
J.p. Morgan Securities LLC (MELBOURNE FL)
FL
06/02/2015 - 04/26/2016
RAYMOND JAMES & ASSOCIATES, INC. (MELBOURNE FL)
IL
01/09/2009 - 06/01/2015
TRIAD ADVISORS, INC. (SANDWICH IL)
IL
04/21/2006 - 12/31/2008
J.W. COLE FINANCIAL, INC. (SANDWICH IL)
IL
08/24/1998 - 04/21/2006
PRINCOR FINANCIAL SERVICES CORPORATION (SUGAR GROVE IL)
IA
Issued 01/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative 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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