Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Daniels is a registered investment advisor representative with UBS Financial Services Inc. Jeffrey has been in the financial industry since 2013 and has a Series 63, Series 65 and Series 7 license. Prior to joining UBS, Jeffrey Daniels worked at Morgan Stanley. Jeffrey has a strong background in financial planning, portfolio management and investment advisory services. Jeffrey is a well-respected advisor with a proven track record of success. Jeffrey provides investment advice to a variety of clients, including high-net-worth individuals, corporations, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
08/18/2022 - Present
UBS Financial Services Inc. (MT. LAUREL NJ)
NJ
01/30/2014 - 07/26/2021
MORGAN STANLEY (Mount Laurel NJ)
DE
04/16/2013 - 12/26/2013
J.P. MORGAN SECURITIES LLC (NEWARK DE)
IA
Issued 02/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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