Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Altman is a financial professional with over 18 years of experience in the industry. Currently, Daniel is registered with Jefferies LLC in Miami, FL. Daniel previously worked for BTIG, LLC, BRADESCO SECURITIES, INC., WATERMARK SECURITIES, INC., and BEAR, STEARNS & CO. INC. Daniel holds the Series 7, Series 16, Series 24, Series 63, Series 86, and Series 87 licenses.
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.
1
2
FL
10/17/2022 - Present
Jefferies LLC (MIAMI FL)
CA
03/18/2022 - 10/07/2022
BTIG, LLC (SAN FRANCISCO CA)
NY
08/14/2015 - 04/22/2019
BRADESCO SECURITIES, INC. (NEW YORK NY)
NY
03/21/2007 - 01/10/2011
WATERMARK SECURITIES, INC. (NEW YORK NY)
NY
01/01/1997 - 03/15/2007
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 04/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2022
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 01/15/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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