Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Donald Schuster is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets under management. Daniel has been in the financial industry since 1983 and has a broad range of experience advising both individuals and institutions. He is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Daniel is also a registered investment advisor in New York and holds several securities licenses including Series 7, Series 10, Series 9, and Series 63. In addition to traditional financial planning services, Daniel specializes in investment management, portfolio management for businesses and individuals, and pension consulting.
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.
Investment consulting services to institutional clients
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.
1
2
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (SOUTHAMPTON NY)
NY
08/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WATER MILL NY)
NY
07/20/1983 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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