Unclaimed
Daniel Ivanov is a financial professional registered with FINRA and the State of New York. Daniel Ivanov has been in the industry since August 30, 2021, working previously at HSBC Securities (USA) Inc. Daniel Ivanov is currently registered with Lazard Freres & Co. LLC. Daniel Ivanov holds the following securities licenses: Series 7TO, SIE, and Series 63.
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.
1
2
NY
01/04/2023 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
08/18/2021 - 12/21/2022
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 09/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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