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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Millman is an investment advisor representative who is registered with Capital Markets IQ, LLC. Daniel has been in the industry for over 8 years and has extensive experience providing financial and business consulting services to a variety of clients, including individuals, corporations, and charitable organizations. Daniel specializes in providing financial planning, portfolio management, and other investment-related services. Daniel holds a Series 66, Series 7, and SIE license and has several years of experience working with Morgan Stanley. Daniel is committed to providing clients with personalized financial guidance and tailored investment solutions to help them achieve their financial goals.
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.
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.
Business consulting
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.
A percentage of the total value of assets under management is charged.
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NY
08/03/2023 - Present
Capital Markets IQ, LLC (Mellville NY)
MI
07/21/2014 - 10/09/2018
MORGAN STANLEY (TROY MI)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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