Unclaimed
Debra J. Danks is a financial advisor currently registered with J.P. Morgan Securities LLC, providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Debra J. Danks has been in the industry since June 17, 2004. Debra J. Danks has a broad range of experience in the financial services industry, having previously been associated with several firms including Cetera Investment Services LLC, PNC Investments, Natcity Investments, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Debra J. Danks has worked in various locations throughout her career, including Alliance, Lisbon, Boardman, Columbiana, and Springfield. Debra J. Danks holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam.
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
OH
07/11/2017 - Present
J.p. Morgan Securities LLC (ALLIANCE OH)
OH
02/29/2016 - 06/14/2017
CETERA INVESTMENT SERVICES LLC (LISBON OH)
OH
06/26/2012 - 02/24/2016
PNC INVESTMENTS (BOARDMAN OH)
OH
11/13/2009 - 03/15/2011
PNC INVESTMENTS (COLUMBIANA OH)
OH
04/01/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBIANA OH)
MA
01/24/2003 - 03/07/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/24/2003 - 03/07/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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