Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gonzalez lucar is a financial advisor with UBS Financial Services Inc., working in the New York, NY office. Daniel has been in the industry since December 2011 and holds Series 63, 66, 7 and SIE licenses. Daniel has worked at JP Morgan Securities Inc. and Morgan Stanley in previous roles. Daniel has a strong background in financial planning, portfolio management, and pension consulting.
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
NY
04/15/2024 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
10/07/2021 - 05/02/2024
MORGAN STANLEY (Purchase NY)
NJ
08/09/2017 - 10/12/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/01/2010 - 05/02/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2010
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
Not sure Daniel Gonzalez lucar is the right advisor for you? Invested Better is here to help.
