Unclaimed
Daniel Carmona is a financial advisor with Exchangeright Securities, LLC. Daniel has been in the financial services industry since 2012. Daniel has a Series 7 and Series 63 license and is registered with FINRA and the state of California. Daniel is also registered with the states of Colorado, Hawaii, Idaho, Nevada, New Mexico, Oregon, Utah, Washington, and Wyoming. Daniel previously worked at Cantor Fitzgerald & Co., Realty Capital Securities, LLC, and Steadfast Capital Markets Group, LLC.
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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2
CA
10/25/2019 - Present
Exchangeright Securities, LLC (Pasadena CA)
CA
01/20/2016 - 10/15/2019
CANTOR FITZGERALD & CO. (NEWPORT BEACH CA)
CA
02/21/2013 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (Costa Mesa CA)
CA
04/20/2012 - 01/29/2013
STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)
BC
Issued 05/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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