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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Deitrick is a financial advisor with Morgan Stanley. Daniel has been in the industry since November 2007 and has been with Morgan Stanley since June 2009. Daniel is registered to provide advisory services in 46 states and is a registered representative of Morgan Stanley. Daniel has a variety of certifications, including Series 6, 7, 31, and 66 licenses, and the SIE exam. Daniel's current branch office is in Oakland, California, however, Daniel has worked in several other locations throughout his career including Lafayette, California, Long Island City, New York, and New York, New York. Daniel is dedicated to providing his clients with comprehensive financial advice and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/01/2009 - Present
Morgan Stanley (Oakland CA)
CA
01/29/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OAKLAND CA)
CA
01/31/2008 - 02/02/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE CA)
NY
11/23/1999 - 02/04/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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