Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Josephs is a financial advisor who has been in the industry since 2007. He holds a Series 7, Series 63, Series 79TO and SIE. Daniel is currently registered with Ernst & Young Capital Advisors, LLC. Daniel was previously registered with Goldman Sachs & Co. LLC. Daniel Josephs has a total of 21 state registrations.
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
05/29/2019 - Present
Ernst & Young Capital Advisors, LLC (New York NY)
NY
08/27/2007 - 06/12/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 09/11/2007
Series 63 - Uniform Securities Agent State Law 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 08/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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