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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 Benjamin Ramer is an investment advisor representative registered with UBS Financial Services Inc. in New Jersey. Daniel has been in the industry since 1992. Daniel is also registered as an Investment Advisor Representative in Texas. Previously Daniel was associated with Stifel, Nicolaus & Company, Incorporated from 2007 until 2013. Daniel was also with Ryan Beck & Co. from 1992 until 2007. Daniel has passed the Series 63, Series 65, and Series 24 exams. Daniel also holds the Series 7 and Series 6 licenses. Daniel has provided services to a variety of clients including individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
07/12/2013 - Present
UBS Financial Services Inc. (WESTFIELD NJ)
NJ
08/21/2007 - 07/18/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
NJ
05/08/1992 - 08/21/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
IA
Issued 12/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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