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 Gutman is a registered representative with BDT & MSD Partners, LLC. Daniel has been in the securities industry since 2011 and has been associated with BDT & MSD Partners, LLC since 2021. Previously, Daniel was registered with BDT & Company, LLC and Goldman, Sachs & Co.. Daniel has a wide range of experience in the financial services industry and has passed numerous exams including the Series 7, Series 3, Series 55, Series 79, and Series 79TO exams. Daniel is licensed to sell securities in all 50 states.
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
IL
02/19/2021 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
IL
04/07/2014 - 08/03/2018
BDT & COMPANY, LLC (CHICAGO IL)
NY
08/24/2011 - 04/03/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/05/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/22/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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