Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Alster is an investment advisor registered in California with J. Wood Capital Advisors LLC. Dan has been in the financial services industry since 2003 and has prior experience with firms like BofA Securities, Inc., J.P. Morgan Securities LLC, Evercore Group L.L.C., and J.P. Morgan Securities Inc. Dan is licensed to offer securities and investment advisory services in California.
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.
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.
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CA
06/27/2024 - Present
J. Wood Capital Advisors LLC (SANTA ROSA CA)
CA
10/01/2019 - 02/27/2024
BOFA SECURITIES, INC. (SAN FRANCISCO CA)
CA
05/13/2010 - 09/04/2019
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
NY
08/22/2008 - 03/10/2010
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
09/17/2002 - 07/08/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 09/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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