Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Sebbah is a financial professional with over 20 years of experience in the industry. Dan is currently registered with Valley Financial Management, Inc. Dan has a broad range of experience working with high-net-worth individuals and other clients. Dan's expertise includes portfolio management for individuals. Prior to Dan's current role, Dan was registered with several other firms including HAPOALIM SECURITIES USA, INC., SIGNATURE SECURITIES, and IDB CAPITAL CORP. Dan is licensed in multiple states including California, Florida, Illinois, Massachusetts, Missouri, New Jersey, New York, North Carolina, and Texas.
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.
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.
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2
FL
04/07/2008 - Present
Valley Financial Management, Inc. (AVENTURA FL)
NY
01/26/2007 - 04/04/2008
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
05/20/2002 - 04/08/2005
SIGNATURE SECURITIES (NEW YORK NY)
NY
05/10/2001 - 03/04/2002
IDB CAPITAL CORP. (NEW YORK NY)
BC
Issued 04/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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