Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gitlin is a financial advisor with over 17 years of experience in the industry. Daniel is currently registered with Santander US Capital Markets LLC and holds a Series 7, Series 24, Series 63, Series 79TO and SIE licenses. In the past, Daniel has also worked with Truist Securities, Inc., Jefferies LLC, Guggenheim Securities, LLC and Credit Suisse Securities (USA) LLC. Daniel is based in Los Angeles, 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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2
CA
11/13/2023 - Present
Santander US Capital Markets LLC (Los Angeles CA)
CA
01/14/2020 - 08/22/2023
TRUIST SECURITIES, INC. (LOS ANGELES CA)
CA
05/13/2014 - 12/10/2019
JEFFERIES LLC (LOS ANGELES CA)
CA
07/08/2013 - 04/28/2014
GUGGENHEIM SECURITIES, LLC (SANTA MONICA CA)
CA
09/13/2005 - 07/30/2013
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2022
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 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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