Unclaimed
Daniel Gifford is a Financial Advisor with Morgan Stanley Distribution, Inc.. Daniel has been a registered representative since September 15, 2006, and Daniel is licensed to provide financial advice in 52 states and the District of Columbia. Daniel has passed the Series 7, Series 24, SIE, and Series 63 exams. Daniel also holds the Series 79TO exam. Daniel's office is located in West Conshohocken, Pennsylvania.
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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2
PA
09/15/2006 - Present
Morgan Stanley Distribution, Inc. (West Conshohocken PA)
BC
Issued 03/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2008
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 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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