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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jonathan Mendelson is an investment advisor representative with Rockefeller Financial LLC. Daniel has been in the financial industry since January 1998 and has worked previously at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and CITIGROUP GLOBAL MARKETS INC. Daniel is registered with the state of Illinois as an Investment Advisor Representative and a Broker. Daniel is also registered as a Broker in Texas. Daniel holds a Series 63, Series 65, Series 31, Series 7 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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2
IL
09/30/2021 - Present
Rockefeller Financial LLC (Chicago IL)
IL
07/11/2008 - 10/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
01/22/1998 - 07/28/2008
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IA
Issued 01/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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