Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Dileva is a financial advisor with Stifel, Nicolaus & Company, Inc. in WAYZATA, MN. Daniel has been working in the financial industry since September 6, 1993. Daniel holds the Series 7, Series 55, Series 57TO, and SIE licenses. Daniel specializes in investments for individuals, businesses, and pooled investment vehicles. Daniel has been registered with Stifel, Nicolaus & Company, Inc. since August 19, 2009. Prior to joining Stifel, Nicolaus & Company, Inc. Daniel worked for Piper Jaffray & Co., PRINCIPAL FINANCIAL SECURITIES,INC., SCOTTSDALE SECURITIES, INC., PAULSON INVESTMENT COMPANY, INC., OLDE DISCOUNT CORPORATION and MATHEWS, HOLMQUIST & ASSOCIATES, 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.
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.
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
MN
08/19/2009 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
MN
06/08/1998 - 02/12/2009
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
TX
12/21/1995 - 04/15/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
MO
12/06/1994 - 05/16/1995
SCOTTSDALE SECURITIES, INC. (ST. LOUIS MO)
OR
07/06/1994 - 11/14/1994
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
MI
03/17/1994 - 05/12/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
03/23/1992 - 04/04/1994
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
BC
Issued 04/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
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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