Unclaimed
Daniel Loewy is a financial advisor with Alliancebernstein Investments, Inc. Daniel has been in the financial services industry since 1997. Daniel holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam.
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
07/24/2015 - Present
Alliancebernstein Investments, Inc. (NEW YORK NY)
NY
12/07/2000 - 12/16/2022
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
01/30/1997 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BC
Issued 01/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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