Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Picard is a financial professional with over 16 years of experience in the industry. Daniel has a strong track record of success in providing investment advice and financial planning services to clients. Daniel is currently registered with Morgan Stanley Distribution, Inc., a leading financial services firm. Previously, Daniel was employed at FS Investment Solutions, LLC and Barclays Capital Inc. Daniel holds Series 7, SIE and Series 63 licenses. Daniel is dedicated to providing personalized financial guidance to help clients 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.
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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2
NY
10/13/2022 - Present
Morgan Stanley Distribution, Inc. (New York NY)
PA
08/08/2012 - 10/04/2022
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
NY
01/22/2007 - 02/13/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
12/06/2006 - 01/25/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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