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Daniel J Petersen

Nylife Distributors LLC

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About Daniel J Petersen

Daniel Petersen is a financial professional with over 20 years of experience in the financial industry. Daniel holds a Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Daniel is currently registered with Nylife Distributors LLC and has previously worked with ALPS Distributors, INC., ING Financial Partners, INC., TD Ameritrade, INC., Citigroup Global Markets INC., Citicorp Investment Services, AXA Advisors, LLC, MetLife Securities INC., and Metropolitan Life Insurance Company. Daniel has been registered in 52 states and holds an active status in each. Daniel's experience and qualifications allow him to provide a wide range of financial services to his clients.

Firm Information

Daniel Petersen is currently registered with Nylife Distributors LLC. Nylife Distributors LLC is a Limited Liability Company that was formed in October 2003. The company is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

300

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Petersen’s Registration & Firm History

NY

04/15/2015 - Present

Nylife Distributors LLC (NEW YORK NY)

NY

01/02/2013 - 04/17/2015

ALPS DISTRIBUTORS, INC. (RYE BROOK NY)

NY

05/12/2011 - 12/10/2012

ING FINANCIAL PARTNERS, INC. (MELVILLE NY)

NY

03/16/2010 - 05/25/2011

TD AMERITRADE, INC. (NEW YORK NY)

NY

05/29/2007 - 03/24/2010

CITIGROUP GLOBAL MARKETS INC. (ROCKVILLE CENTRE NY)

NY

06/24/2005 - 05/29/2007

CITICORP INVESTMENT SERVICES (MERRICK NY)

NY

04/12/2004 - 06/17/2005

AXA ADVISORS, LLC (NEW YORK NY)

MA

07/23/2003 - 04/05/2004

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/23/2003 - 04/05/2004

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/17/2008

Series 66 - Uniform Combined State Law Examination

IA

Issued 05/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J Petersen.
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