Unclaimed
Daniel Gershun Levene is a financial advisor with Mufg Securities Americas Inc. in Los Angeles, California. Daniel has been in the industry for 3 months and has a Series 63, Series 79TO, and SIE. Daniel is registered in California and New York.
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.
1
2
CA
06/12/2023 - Present
Mufg Securities Americas Inc. (Los Angeles CA)
BC
Issued 05/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Levene is the right advisor for you? Invested Better is here to help.