Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerard is a financial professional with Keefe, Bruyette & Woods, Inc. Daniel has been active in the industry since November 2022. Daniel holds the Series 63, Series 79TO, and SIE licenses. Daniel is registered to provide investment advice in 52 states.
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.
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MO
11/10/2022 - Present
Keefe, Bruyette & Woods, Inc. (ST. LOUIS MO)
BC
Issued 09/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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