Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Moskow is a financial advisor with over 20 years of experience in the financial services industry. Daniel currently works at Seacrest Wealth Management, LLC and is registered in Arizona as an Investment Advisor Representative. Prior to joining Seacrest Wealth Management, LLC, Daniel held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Daniel has a strong background in providing financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
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.
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.
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NY
04/04/2018 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
CA
06/01/2009 - 03/09/2012
MORGAN STANLEY SMITH BARNEY (PLEASANTON CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WALNUT CREEK CA)
CA
06/24/1992 - 04/02/2007
MORGAN STANLEY DW INC. (DANVILLE CA)
IA
Issued 01/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/24/2001
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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