Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel De ontanon is a securities professional with over 20 years of experience in the financial services industry. Daniel currently holds a Series 7TO, Series 63 and Series 65 licenses. Daniel is a Principal at Vectorglobal WMG, a firm headquartered in Miami, FL. Daniel is a veteran of the financial services industry, having previously held positions at Insigneo Securities, LLC, Citi Private Advisory, LLC, Citigroup Global Markets Inc., Citi International Financial Services LLC, Popular Securities, Inc., UBS International Inc., UBS PaineWebber Inc., Morgan Stanley DW Inc., and Doral Securities, 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
FL
05/08/2024 - Present
Vectorglobal WMG (MIAMI FL)
FL
05/07/2018 - 10/28/2021
INSIGNEO SECURITIES, LLC (MIAMI FL)
NY
01/20/2017 - 04/19/2018
CITI PRIVATE ADVISORY, LLC (New York NY)
NY
03/30/2010 - 04/19/2018
CITIGROUP GLOBAL MARKETS INC. (New York NY)
PR
12/19/2006 - 02/12/2010
CITI INTERNATIONAL FINANCIAL SERVICES LLC (GUAYNABO PR)
PR
06/28/2005 - 11/20/2006
POPULAR SECURITIES, INC. (SAN JUAN PR)
NY
06/03/2002 - 06/10/2005
UBS INTERNATIONAL INC. (NEW YORK NY)
NJ
04/19/2002 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/23/1999 - 04/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
PR
03/23/1998 - 03/01/1999
DORAL SECURITIES, INC. (PUERTO NUEVO PR)
IA
Issued 06/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/26/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/26/2024
Series 4 - Registered Options Principal Examination
BC
Issued 04/04/2007
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 04/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2017
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel De ontanon is the right advisor for you? Invested Better is here to help.
