Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vellon is a financial advisor with over 10 years of experience. Daniel has a wide range of experience in the financial services industry, including working at Loop Capital Markets LLC. Daniel is currently registered with Seaport Global Securities LLC. Daniel has a broad range of licenses and registrations, including Series 79TO, Series 79, Series 52, and Series 63. Daniel is a highly qualified financial advisor, and is registered to offer investment advice in all 50 states, Puerto Rico and the District of Columbia.
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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NY
07/08/2022 - Present
Seaport Global Securities LLC (NEW YORK NY)
NY
01/01/2013 - 03/24/2016
LOOP CAPITAL MARKETS LLC (NEW YORK NY)
BC
Issued 04/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/18/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/28/2012
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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