Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Katz is a financial professional with over 13 years of experience in the industry. Daniel currently works at Blackstone Securities Partners LP, where he has been employed since September 2018. Prior to this, Daniel held positions at Credit Suisse Securities (USA) LLC and BMO Capital Markets Corp., both in New York, NY. Daniel is a registered representative in 53 states, as well as the District of Columbia and Puerto Rico. He has passed the Series 7, Series 63, Series 24, SIE, and Series 79TO exams.
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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2
NY
09/27/2018 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
05/10/2011 - 08/27/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
07/20/2009 - 04/20/2011
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
BC
Issued 09/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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