Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Culver Shaw is a registered representative with Oppenheimer & Co. Inc. Daniel has been in the securities industry since 2014. Daniel is licensed in California, Missouri, and New York. Daniel has passed the Series 6, 7, 52TO, and SIE exams. Daniel has previously worked at BRANDIS TALLMAN LLC and FIRST INVESTORS CORPORATION.
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.
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.
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2
CA
08/19/2020 - Present
Oppenheimer & Co. Inc. (SAN FRANCISCO CA)
CA
09/22/2015 - 08/15/2020
BRANDIS TALLMAN LLC (SAN FRANCISCO CA)
CA
09/18/2014 - 10/17/2014
FIRST INVESTORS CORPORATION (WALNUT CREEK CA)
BC
Issued 10/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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