Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Beiley is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Truist Securities, Inc. and has previously worked with firms such as Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel holds the Series 3, 7, and 66 licenses, as well as the SIE. Daniel is licensed in all 50 states.
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
02/02/2015 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
05/06/2004 - 02/04/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/11/2003 - 04/01/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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