Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Augusto Penalver is a financial advisor at Morgan Stanley. Daniel has been in the industry since 2007. Daniel holds Series 7, 66, and SIE licenses. Daniel is also a Chartered Financial Analyst. Daniel has been registered with Wells Fargo Advisors LLC since 2016. Daniel was previously registered with Itau International Securities Inc. and LaSalle Financial Services, Inc. Daniel is currently registered with the state of Florida and Texas. Daniel specializes in portfolio management, investment advice, and financial planning. Daniel provides services to a range of clients, including 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.
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
FL
09/10/2021 - Present
Morgan Stanley (Miami FL)
FL
03/21/2016 - 09/13/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
07/10/2008 - 03/21/2016
ITAU INTERNATIONAL SECURITIES INC. (MIAMI FL)
FL
01/22/2007 - 06/11/2007
LASALLE FINANCIAL SERVICES, INC. (MIAMI FL)
BOTH
Issued 06/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2007
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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