Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Challita is a financial advisor who has been active in the industry since July 2011. Currently, Daniel is registered with HSBC Securities (USA) Inc. in New York, NY. Daniel has been working in the financial services industry for over a decade, having previously worked for firms such as Santander US Capital Markets LLC, Santander Investment Securities Inc., J.P. Morgan Securities LLC and MF Global Inc. Daniel is licensed to provide investment advice and products in the state of 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/26/2023 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
02/06/2023 - 03/24/2023
SANTANDER US CAPITAL MARKETS LLC (NEW YORK NY)
NY
05/01/2017 - 02/06/2023
SANTANDER INVESTMENT SECURITIES INC. (NEW YORK NY)
NY
01/27/2012 - 05/16/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/10/2011 - 12/06/2011
MF GLOBAL INC. (NEW YORK NY)
BC
Issued 10/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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