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 Kane is a financial advisor with Nordwand Advisors. Daniel has been in the financial services industry since 2010. Daniel is registered with the state of Pennsylvania and New Jersey. Daniel has experience at UBS Financial Services Inc., Credit Suisse Securities (USA) LLC, and Morgan Stanley.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
PA
11/15/2022 - Present
Nordwand Advisors (RADNOR PA)
NY
03/22/2018 - 12/09/2022
MORGAN STANLEY (New York NY)
NY
12/04/2015 - 01/08/2018
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
09/15/2015 - 12/21/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
12/21/2010 - 09/17/2015
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 02/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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