Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bermea Pantoja is a financial advisor with Nationwide Investment Services Corp. in Phoenix, AZ. Daniel has been in the industry since 2004 and is registered in Arizona and California. Daniel has passed the Series 6, 7, and 66 exams and the SIE. Daniel holds a Series 63 license and has experience with Nationwide Securities, LLC and 1ST GLOBAL CAPITAL CORP. in the Phoenix area. Daniel was previously employed by John Hancock Distributors LLC in Boston, MA.
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.
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2
AZ
07/18/2017 - Present
Nationwide Investment Services Corp. (PHOENIX AZ)
AZ
10/02/2014 - 07/20/2017
NATIONWIDE SECURITIES, LLC (Phoenix AZ)
AZ
03/05/2014 - 08/21/2014
1ST GLOBAL CAPITAL CORP. (PHOENIX AZ)
MA
06/05/2003 - 04/05/2013
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
BOTH
Issued 04/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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