Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Francis Deymonaz is an investment advisor with Wedbush Securities Inc. Daniel has been in the industry since 1986 and has experience in various financial services, including investment advisory and brokerage. Daniel has held previous positions with Sutro & Co. Incorporated and Charter Investment Group, Inc. Daniel's current employment with Wedbush Securities Inc. began in June 2006. Daniel specializes in providing investment advisory and brokerage services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Daniel is registered in 18 states and holds several professional designations.
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
OR
06/01/2006 - Present
Wedbush Securities Inc. (LAKE OSWEGO OR)
CA
02/03/1999 - 02/20/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
OR
04/11/1997 - 02/08/1999
CHARTER INVESTMENT GROUP, INC. (PORTLAND OR)
CA
01/15/1996 - 04/09/1997
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
OR
09/27/1993 - 04/04/1996
CHARTER INVESTMENT GROUP, INC. (PORTLAND OR)
NY
09/25/1985 - 03/04/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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