Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fangyang Dong is a registered representative with Robert W. Baird & Co. Inc., a firm with over $287 Billion in assets under management. Daniel has experience in the financial services industry since March 10, 2017. Previously, Daniel was employed at Jefferies LLC, Ernst & Young Capital Advisors, LLC and BMO Capital Markets Corp.. Daniel has held several licenses including Series 63, SIE and Series 79. Daniel specializes in providing investment advice and services to a wide range of clients, including high-net-worth individuals, corporations, and institutions.
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.
See schedule d
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.
Hard dollar payments for research
1
2
MA
11/02/2023 - Present
Robert W. Baird & Co. Inc. (Boston MA)
MA
05/20/2021 - 08/02/2023
JEFFERIES LLC (BOSTON MA)
NY
09/18/2018 - 05/06/2021
ERNST & YOUNG CAPITAL ADVISORS, LLC (New York NY)
NY
10/13/2016 - 08/03/2018
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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