Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Geller is an investment advisor representative at Bolton Securities Corp. Daniel has over 17 years of experience in the financial services industry. Daniel holds the Series 3, 7, 63, and 65 licenses and the SIE designation. Daniel's previous employers include Morgan Stanley, Citigroup Global Markets, and J.P. Morgan Securities. Daniel provides investment advisory services to high-net-worth individuals, corporations, and charitable organizations. Daniel is also a co-owner and Managing Director of NYB Wealth Advisory, LLC, an entity created for operating securities and investment advisory services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/12/2021 - Present
Bolton Securities Corp. (BOLTON MA)
NY
06/01/2009 - 05/24/2019
MORGAN STANLEY (NEW YORK NY)
NY
05/16/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/03/2006 - 05/05/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NA
03/08/2005 - 05/17/2006
WACHOVIA SECURITIES, LLC (RIO DE JANEIRO )
IA
Issued 07/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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