Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Laiter is a financial advisor with over 25 years of experience in the industry. Daniel Laiter is currently registered with Raymond James & Associates, Inc. in Florida and Texas, and has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., Credit Suisse Securities (USA) LLC, and Donaldson, Lufkin & Jenrette Securities Corporation. Daniel Laiter has a Series 63, Series 65, Series 3, and Series 7 license. Daniel Laiter offers a variety of financial services including financial planning, portfolio management for businesses and individuals, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/02/2023 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
10/07/2008 - 01/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
01/25/2006 - 09/24/2008
LEHMAN BROTHERS INC. (MIAMI FL)
NY
01/17/2003 - 02/13/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
06/12/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
09/22/1997 - 06/14/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1997
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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