Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Purschke is a financial professional with over 25 years of experience in the industry. Daniel has a wide range of experience at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities Inc., UBS Warburg LLC, UBS PaineWebber Inc. and Kidder, Peabody & Co. Incorporated. Currently, Daniel is a registered representative at Bofa Securities, Inc., a leading investment firm. Daniel holds various industry certifications including Series 3, 7, 55, 57TO, 63 and 30. Daniel is registered to provide securities related services in all fifty states, as well as Puerto Rico and the Virgin Islands.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
04/06/2006 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/06/2002 - 02/21/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
11/03/2000 - 05/01/2002
UBS WARBURG LLC (NEW YORK NY)
NJ
12/21/1994 - 04/26/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/01/1993 - 01/11/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2001
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1993
Series 3 - National Commodity Futures 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
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
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