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Daniel Aaron Carmona

Exchangeright Securities, LLC

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About Daniel Aaron Carmona

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.

Firm Information

Daniel Carmona is currently registered with Exchangeright Securities, LLC. Exchangeright Securities, LLC is a Limited Liability Company that was formed on January 6, 2016. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Daniel Carmona’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Aaron Carmona.
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