Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charles Drew is a registered investment advisor representative with Morgan Stanley. Daniel has been in the securities industry since October 26, 2011. Daniel is registered to offer investment advice in Connecticut, Texas and 22 other states. Daniel is also registered with FINRA and is Series 66, Series 7, Series 31, and SIE licensed. Daniel has worked for Morgan Stanley Smith Barney LLC in Boston, MA since September 2011 and has been with Morgan Stanley Private Bank, N.A. in New York, NY since January 2015. Daniel specializes in providing asset allocation advice, financial planning, pension consulting, educational seminars and selection of other advisors. Daniel also manages portfolios for businesses, individuals and investment companies.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
MA
10/05/2022 - Present
Morgan Stanley (Boston MA)
BOTH
Issued 11/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 10/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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