Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Carl Meyers is a financial professional with over 40 years of experience in the industry. Daniel is currently registered with IBN Financial Services, Inc. and has previously held positions at Western International Securities, Inc., Brill Securities, Inc., Flagship Securities, Inc., and First Investors Corporation. Daniel holds several licenses including Series 7, 24, 52, 6, 63, 99TO and SIE. Daniel specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Selection and monitoring fees
1
2
NY
11/09/2016 - Present
IBN Financial Services, Inc. (Manlius NY)
NY
10/24/2015 - 11/09/2016
WESTERN INTERNATIONAL SECURITIES, INC. (MANLIUS NY)
NY
02/01/2000 - 10/30/2015
BRILL SECURITIES, INC. (MANLIUS NY)
NY
02/02/1984 - 03/21/2000
FLAGSHIP SECURITIES, INC. (SYRACUSE NY)
NA
10/22/1982 - 01/09/1984
FIRST INVESTORS CORPORATION
BC
Issued 03/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1984
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/21/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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