Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dawson Dy is a financial advisor with Victory Capital Services, Inc. He is based in Brooklyn, OH, and has been in the industry since 1999. Daniel is a Series 7 and Series 63 licensed financial advisor and has over 20 years of experience. He is also registered with FINRA and has a background with Keybanc Capital Markets Inc., Funds Distributor, Inc., Victory Capital Advisers, Inc., McDonald Investments Inc., and Key Brokerage Company, Inc.
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.
1
2
OH
12/03/2007 - Present
Victory Capital Services, Inc. (BROOKLYN OH)
OH
07/31/2007 - 12/04/2007
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
ME
03/01/2006 - 07/31/2007
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
OH
01/02/2004 - 07/31/2007
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
OH
02/15/2001 - 12/31/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
10/16/1991 - 01/25/1993
KEY BROKERAGE COMPANY, INC.
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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