Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerardo Salazar is a financial advisor with UBS Financial Services Inc., a large financial firm with over $50 billion in assets under management. Daniel is a registered representative in Texas, having received his Series 7 and Series 66 licenses in 2011. He is also registered as an investment advisor representative in Texas and holds licenses in a number of other states including California, Colorado, Florida and many more. Daniel has been in the financial industry since 2011. He specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Daniel has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals. He is also active in the community and is involved in a number of charitable organizations. Daniel is a highly experienced and qualified financial advisor, who can provide personalized advice and guidance to help individuals and families reach their financial 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
See schedule d - miscellaneous
1
2
TX
05/12/2011 - Present
UBS Financial Services Inc. (HOUSTON TX)
BOTH
Issued 05/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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