Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Boyd More is a financial advisor with Guggenheim Securities, LLC. Daniel is a registered representative of the firm and holds Series 7, Series 24, Series 63, Series 79TO and SIE licenses. Daniel has over 35 years of experience in the financial services industry, with previous roles at Morgan Stanley & Co. LLC and CS First Boston Corporation. Daniel’s current registrations include Connecticut and New York.
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
NY
11/09/2015 - Present
Guggenheim Securities, LLC (NEW YORK NY)
NY
12/08/1993 - 04/23/2014
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NA
11/17/1993 - 11/03/1995
MORGAN STANLEY & CO., INCORPORATED
NY
04/23/1986 - 02/02/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 05/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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