Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rossi is an investment banking professional with experience in the financial services industry since 2015. Daniel is currently a registered representative with Morgan Stanley & Co. LLC. Prior to joining Morgan Stanley, Daniel was with EVERCORE GROUP L.L.C. in New York. Daniel holds the Series 63, Series 79 and SIE licenses.
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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CA
12/21/2017 - Present
Morgan Stanley & Co. LLC (Menlo Park CA)
NY
09/03/2014 - 08/15/2017
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 09/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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