Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Krystyniak is a financial advisor with over 28 years of experience in the industry. Daniel is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York, New York. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Daniel worked at UBS FINANCIAL SERVICES INC., CHASE INVESTMENT SERVICES CORP., DEAN WITTER REYNOLDS INC., CORINTHIAN PARTNERS, L.L.C., LAIDLAW EQUITIES, INC., MONITOR INVESTMENT GROUP, INC. and AXIOM CAPITAL MANAGEMENT, INC. Daniel is a Series 63, Series 65, Series 7 and Series 31 licensed financial advisor. Daniel is also registered in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Missouri, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia and Wisconsin.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
09/20/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
04/08/2005 - 09/10/2007
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
IL
03/26/2001 - 04/12/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
08/12/1998 - 03/27/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/27/1997 - 07/16/1998
CORINTHIAN PARTNERS, L.L.C. (NEW YORK NY)
NY
07/29/1996 - 06/18/1997
LAIDLAW EQUITIES, INC. (NEW YORK NY)
NA
01/01/1996 - 07/25/1996
MONITOR INVESTMENT GROUP, INC.
NY
09/08/1994 - 11/22/1995
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
IA
Issued 12/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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