Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wetchler is a registered investment advisor representative with Cannell & Spears LLC. Daniel is a Chartered Financial Analyst and has been working in the financial services industry since 2006. Daniel has experience in portfolio management, investment advice and financial planning. Daniel's current firm has clients in a variety of categories including high-net-worth individuals, investment companies, charitable organizations, and corporations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Review of asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
07/09/2021 - Present
Cannell & Spears LLC (NEW YORK NY)
NY
09/28/2011 - 10/09/2014
EVERCORE GROUP L.L.C. (New York NY)
NY
07/06/2006 - 12/01/2006
FJG SECURITIES INC. (NEW YORK NY)
BC
Issued 10/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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