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Daniel Francis Menacho

Wells Fargo Securities, LLC

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About Daniel Francis Menacho

Daniel Francis Menacho is a financial professional with over 15 years of experience in the industry. Daniel currently holds the position of registered representative at Wells Fargo Securities, LLC, with a branch office located in New York, NY. Daniel has a diverse background, having previously held positions at Credit Suisse Securities (USA) LLC, Nomura Securities International, Inc., Barclays Capital Inc., and Lehman Brothers Inc. Throughout his career, Daniel has held various roles within the industry, including a Series 3, Series 7, Series 24, Series 55, and Series 63 license. Daniel is dedicated to providing his clients with exceptional service and guidance in their financial endeavors.

Firm Information

Daniel Menacho is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Menacho’s Registration & Firm History

NY

06/08/2022 - Present

Wells Fargo Securities, LLC (New York NY)

NY

11/30/2009 - 06/15/2022

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

12/08/2008 - 10/30/2009

NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)

NY

09/22/2008 - 12/19/2008

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

01/31/2007 - 09/22/2008

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/04/2016

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2007

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 01/27/2007

Series 7 - General Securities Representative Examination

BC

Issued 11/18/2006

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

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

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Francis Menacho.
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