Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Butler is a financial professional with over 2 years of experience in the industry. Daniel is currently registered with Cbre Capital Advisors, Inc. in New York. Daniel has passed the Series 63, Series 79TO, and SIE exams. Daniel was previously employed by SERA GLOBAL SECURITIES US LLC.
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
11/21/2023 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
06/21/2022 - 11/17/2023
SERA GLOBAL SECURITIES US LLC (NEW YORK NY)
BC
Issued 07/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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