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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Antenor,jr is a financial professional with over 10 years of experience in the industry. Daniel is registered as a broker and an investment advisor. Daniel works with a variety of clients including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Daniel offers a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Daniel currently works with Consolidated Portfolio Review Corp. and Vanderbilt Advisory Services.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
09/22/2020 - Present
Consolidated Portfolio Review Corp. (WOODBURY NY)
NY
10/24/2017 - 10/12/2018
MML INVESTORS SERVICES, LLC (EAST HILLS NY)
NY
02/22/2012 - 10/05/2017
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
FL
09/07/2017 - 09/28/2017
INSIGNEO SECURITIES, LLC (MIAMI FL)
IA
Issued 11/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2023
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 03/12/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/2015
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/2014
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/19/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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