Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel George Nelson is a financial professional with over 40 years of experience in the financial services industry. Daniel is currently registered with Ingalls & Snyder, LLC, a firm known for its expertise in providing investment advisory services to individuals, businesses, and charitable organizations. Daniel has held previous positions at several prominent firms, including Morgan Stanley and Citigroup Global Markets Inc. He is a Series 7, 24, 79TO, and 87 licensed professional. Daniel is committed to providing his clients with personalized financial advice and guidance to help them achieve their investment goals.
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.
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.
Please see "miscellaneous" on schedule d.
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.
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
NY
04/27/2015 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
NY
10/02/2009 - 05/20/2013
MORGAN STANLEY (PURCHASE NY)
NY
09/23/1976 - 10/16/2012
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/18/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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