Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joshua Gittelman-egan is a registered representative with Needham & Company, LLC, a firm specializing in providing securities research and investment advisory services. Daniel has been in the financial industry since August 2022. He holds the Series 63, Series 79TO and SIE licenses and is registered in California, Massachusetts, and 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.
Securities research
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.
Earned based on transactions or products sold.
Pursuant to csa agreements
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NY
08/09/2022 - Present
Needham & Company, LLC (NEW YORK NY)
BC
Issued 09/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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