Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zalcman is an experienced financial advisor with over 20 years of experience in the industry. Currently, Daniel is a financial advisor at UBS Financial Services Inc., where he has been since 2016. Prior to that, he was a financial advisor at CANACCORD GENUITY INC., where he worked for over 12 years. Daniel holds a Series 7, 6, 55, and 66 license and is registered to offer investment advice in multiple states.
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
MA
04/06/2016 - Present
UBS Financial Services Inc. (BOSTON MA)
MA
01/12/2000 - 11/21/2012
CANACCORD GENUITY INC. (BOSTON MA)
MA
05/14/1998 - 01/05/2000
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 05/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/08/1998
Series 6 - Investment Company Products/Variable Contracts 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
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