Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bensch is a financial professional with over 14 years of experience in the industry. Daniel currently works at Bofa Securities, Inc. in CHARLOTTE, NC. Daniel has previously worked at Morgan Stanley & Co. LLC, BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Guggenheim Securities, LLC, and Keefe, Bruyette & Woods, Inc. Daniel holds Series 63, SIE, Series 79, and Series 7 licenses. Daniel's expertise lies in research-related services.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NC
08/25/2022 - Present
Bofa Securities, Inc. (CHARLOTTE NC)
NY
10/29/2019 - 08/19/2022
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
05/10/2019 - 09/24/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
08/14/2017 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/06/2012 - 01/23/2015
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
NY
09/11/2008 - 10/15/2012
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
BC
Issued 08/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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