Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Desouza is a financial advisor at Morgan Stanley with over 10 years of experience in the financial services industry. Daniel holds Series 7, 63, 66 and SIE licenses and is also a Chartered Financial Analyst. His previous experience includes roles at Cetera Investment Services LLC and Telsey Advisory Group LLC. Daniel is a registered representative in multiple states, including Hawaii, California, Colorado, Georgia, Maryland, Michigan, New Jersey, New York, Pennsylvania and South Dakota.
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
HI
01/27/2021 - Present
Morgan Stanley (Honolulu HI)
HI
09/13/2019 - 10/30/2020
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
NY
08/30/2012 - 06/02/2014
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
BOTH
Issued 01/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/29/2012
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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