Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Goldfajn is a registered representative with Itau International Securities Inc. Daniel holds the Series 63, Series 7TO and SIE exams and is licensed in California, Connecticut, Florida, New York and Texas. Daniel has been in the industry since March 4, 2024. Itau International Securities Inc. provides advisory services including portfolio management for individuals and pooled investment vehicles. Itau International Securities Inc. also offers family office services.
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.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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.
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2
FL
03/05/2024 - Present
Itau International Securities Inc. (MIAMI FL)
BC
Issued 04/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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