Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Harry Reich is a financial advisor who has been working in the financial industry since 1993. Daniel is currently registered with Banyan Global Investment Advisors, LLC, and has been with the firm since 2012. Before that, Daniel was with Geoffrey Richards Securities Corp., Bear, Stearns & Co. Inc., Deutsche Banc Alex. Brown Inc., Lehman Brothers Inc., Pershing Trading Company, L.P., and Donaldson, Lufkin & Jenrette Securities Corporation. Daniel holds the Series 7, Series 4, Series 63, and Series 65 licenses. Daniel specializes in financial planning, portfolio management for individuals, and selection of other advisors. Daniel has experience working with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/25/2023 - Present
Banyan Global Investment Advisors, LLC (BOCA RATON FL)
FL
07/21/2008 - 05/20/2010
GEOFFREY RICHARDS SECURITIES CORP. (HYPOLUXO FL)
FL
12/10/2001 - 06/26/2008
BEAR, STEARNS & CO. INC. (BOCA RATON FL)
NY
05/24/2001 - 12/06/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
NY
06/18/1997 - 04/27/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
01/03/1995 - 05/08/1997
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
11/29/1993 - 01/03/1995
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 06/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/1994
Series 4 - Registered Options Principal Examination
BC
Issued 11/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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