Dano Lopresti (CRD# 3065120) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Melbourne, FL and has over 25 years of experience in the finance industry. Dano Lopresti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 5384856
Truist Advisory Services, Inc.
CRD# 1076829
Securities Research, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Chase Bank, N.a. | Melbourne, FL | Jan 2018 - Current | 6 |
| Jp Morgan Securities LLC | Merritt Island, FL | Nov 2016 - Current | 7 |
| Unemployed | Melbourne, FL | Apr 2016 - Nov 2016 | < 1 |
| Raymond James & Associates | Melbourne, FL | Jun 2015 - Apr 2016 | < 1 |
| Triad Advisors, Inc. | Norcross, GA | Jan 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- FL
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
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- Pension consulting services
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