Unclaimed
Daniel Montesano is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with Alexander Capital, LP. Prior to joining Alexander Capital, LP, Daniel was previously registered with ARIVE CAPITAL MARKETS and FIRST STANDARD FINANCIAL COMPANY LLC. Daniel holds the Series 7 and Series 63 licenses. Daniel has been active in the industry since November 9, 2013.
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
NY
04/10/2024 - Present
Alexander Capital, LP (Staten Island NY)
NY
01/08/2024 - 04/16/2024
ARIVE CAPITAL MARKETS (STATEN ISLAND NY)
NY
09/23/2019 - 05/03/2023
ARIVE CAPITAL MARKETS (Staten Island NY)
NJ
07/22/2014 - 09/25/2019
FIRST STANDARD FINANCIAL COMPANY LLC (RED BANK NJ)
NY
10/10/2012 - 02/24/2014
ALEXANDER CAPITAL, L.P. (STATEN ISLAND NY)
BC
Issued 04/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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