Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Weinmann is a financial advisor with over 15 years of experience in the financial services industry. Daniel holds the Series 7, 24, 62, 63, 79TO, 99TO and SIE licenses. Daniel currently works at GT Securities, Inc. in Los Angeles, California. Previously, Daniel worked at Edgepoint Capital Advisors LLC and McDonald Investments Inc. Daniel has experience working with individual and institutional clients.
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
04/29/2021 - Present
GT Securities, Inc. (LOS ANGELES CA)
OH
10/08/2007 - 12/31/2020
EDGEPOINT CAPITAL ADVISORS LLC (BEACHWOOD OH)
OH
08/14/2001 - 07/11/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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