Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Koplon Barstein is a registered investment advisor currently employed at Finalis Securities LLC in New York, New York. Daniel holds the Series 63, SIE and Series 79 licenses. Daniel has previously worked at BA Securities, LLC and Arbor Advisors, LLC. Daniel is licensed to provide investment advice in California.
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
03/06/2023 - Present
Finalis Securities LLC (New York NY)
PA
01/03/2018 - 01/03/2023
BA SECURITIES, LLC (W. CONSHOHOCKEN PA)
UT
05/20/2016 - 04/18/2017
ARBOR ADVISORS, LLC (SALT LAKE CITY UT)
BC
Issued 06/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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