Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Frank Servedio is a financial advisor with Cowen And Co. with a focus on securities trading. Daniel holds multiple industry certifications including Series 7, Series 3, Series 55, Series 63, Series 24, and Series 57TO. Daniel has been in the financial services industry since 2000, and previously held positions with Bank of America Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc., Credit Suisse Securities (USA) LLC, and Bear, Stearns & Co. Inc. Daniel is registered to sell securities in Connecticut and New York.
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.
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.
1
2
CT
06/18/2024 - Present
Cowen AND Co. (Stamford CT)
NY
05/10/2019 - 06/18/2024
BOFA SECURITIES, INC. (NEW YORK NY)
NY
05/15/2018 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/12/2016 - 05/15/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/14/2008 - 01/29/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
01/21/2000 - 08/14/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 3 - National Commodity Futures Examination
BC
Issued 07/22/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Servedio is the right advisor for you? Invested Better is here to help.
