Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Katzman is a financial professional registered with Nylife Securities LLC. Daniel is licensed to conduct securities business in several states. Daniel has a strong background in the financial services industry, having passed multiple industry exams, including the Series 7TO, Series 6TO, and Series 63 examinations. Daniel is a dedicated professional committed to providing financial guidance and investment solutions to clients.
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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CA
12/09/2022 - Present
Nylife Securities LLC (NEWPORT BEACH CA)
BC
Issued 01/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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