Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lombardo is a registered representative of Cascadia Capital, LLC, based in the New York office. Daniel began his career in the financial industry in March 2020. Daniel holds the Series 79, Series 63 and SIE licenses. Daniel has previous experience at THREADSTONE CAPITAL, LLC and SHIELDS & COMPANY, INC. Daniel is registered in New York.
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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NY
02/02/2024 - Present
Cascadia Capital, LLC (NEW YORK NY)
NY
03/12/2021 - 01/31/2024
THREADSTONE CAPITAL, LLC (NEW YORK NY)
MA
02/12/2020 - 02/10/2021
SHIELDS & COMPANY, INC. (WALTHAM MA)
BC
Issued 03/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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