Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Naert is an investment advisor representative with Morgan Stanley, and has over 40 years of experience in the financial industry. Daniel is registered to provide investment advice in 39 states, and is also registered as an investment advisor in 2 states. Daniel is committed to providing clients with a comprehensive range of investment services, including financial planning, asset allocation, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MO
06/01/2009 - Present
Morgan Stanley (Clayton MO)
MO
02/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ST. LOUIS MO)
MO
07/31/1993 - 03/06/2008
CITIGROUP GLOBAL MARKETS INC. (CLAYTON MO)
NY
02/24/1982 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/26/1979 - 03/09/1982
THOMSON MCKINNON SECURITIES INC.
IA
Issued 09/22/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1985
Series 5 - Interest Rate Options Examination
BC
Issued 12/13/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 09/15/1982
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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