Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Fred is a registered investment advisor representative with Atcap Partners, LLC. Daniel has been in the financial industry since 1997 and is licensed to provide investment advice in New York, as well as in 23 other states. Daniel has a broad range of experience in the financial services industry, having worked for several firms prior to joining Atcap Partners, LLC. This includes positions at National Securities Corporation, Solid ISG Capital Markets, LLC, Roan-Meyers Associates, LP, PaineWebber Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Lew Lieberbaum & Co., Inc. Daniel specializes in portfolio management for individuals and businesses, and provides financial planning services as well. Daniel also offers educational seminars and market timing services to clients.
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.
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.
A percentage of the total value of assets under management is charged.
Wrap fee based on percentage of assets under management
1
2
NY
07/26/2022 - Present
Atcap Partners, LLC (New York NY)
NY
06/20/2001 - 07/21/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
02/13/2001 - 06/15/2001
SOLID ISG CAPITAL MARKETS, LLC (NEW YORK NY)
NY
12/12/2000 - 02/05/2001
ROAN-MEYERS ASSOCIATES, LP (NEW YORK NY)
NJ
10/12/1998 - 10/06/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/22/1997 - 09/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/18/1996 - 07/25/1997
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
BOTH
Issued 08/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Daniel Fred is the right advisor for you? Invested Better is here to help.
