Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alejandro Serrano torres is a financial advisor with over 5 years of experience in the financial services industry. Daniel is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bankers Life Securities, Inc. Daniel holds Series 63, 65, and 7 licenses. Daniel specializes in working with high-net-worth individuals, corporations and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
03/26/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NJ
10/06/2022 - 03/19/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
01/22/2020 - 09/14/2022
BANKERS LIFE SECURITIES, INC. (BRIDGEWATER NJ)
IA
Issued 05/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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