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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Christopher Forte is a financial advisor with over 23 years of experience in the industry. Daniel Forte is registered with Morgan Stanley and has been a Registered Representative since March 2023. Prior to joining Morgan Stanley, Daniel Forte was employed by E*TRADE SECURITIES LLC from November 2000 to September 2023 and E-INVEST, INC. from March 2000 to September 2000. Daniel Forte holds the following licenses: Series 3, Series 4, Series 7, Series 24, and Series 66. Daniel Forte has a background in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Daniel Forte is also a Registered Investment Advisor in the state of Illinois.
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
IL
10/02/2023 - Present
Morgan Stanley (Chicago IL)
IL
11/17/2000 - 09/05/2023
E*TRADE SECURITIES LLC (Chicago IL)
CA
03/22/2000 - 09/22/2000
E-INVEST, INC. (SAN FRANCISCO CA)
BOTH
Issued 04/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2006
Series 4 - Registered Options Principal Examination
BC
Issued 07/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2004
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/2000
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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