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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Klionsky is an investment professional with over 30 years of experience in the financial services industry. Daniel has been with Morgan Stanley since 2009, and prior to that, was registered with CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC.. Daniel is a Series 6, 7, 63 and 65 licensed professional. Daniel specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, high-net-worth individuals, corporations, and institutions. Daniel's focus is on helping clients achieve their financial goals by providing personalized and comprehensive financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
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.
See schedule d miscellaneous
1
2
PA
06/09/2022 - Present
Morgan Stanley (Pittsburgh PA)
PA
06/29/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PITTSBURGH PA)
NY
03/23/1999 - 07/02/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
03/01/1996 - 04/08/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/22/1990 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 08/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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