Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Butterly is a financial advisor who is currently registered with City National Rochdale. Daniel is based in Beverly Hills, California and has been working in the financial industry for over 10 years. Daniel has a strong background in investment banking and financial planning. Daniel holds the Series 7TO, SIE, and Series 79 licenses. Daniel is also a Chartered Financial Analyst.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
09/07/2022 - Present
City National Rochdale (Beverly Hills CA)
CO
09/14/2012 - 04/02/2013
HEADWATERS BD, LLC (DENVER CO)
BC
Issued 11/10/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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