Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lawrence Marx is a financial advisor with AMG Distributors, Inc. Daniel has been in the financial industry for 20 years, specializing in various areas. Daniel has worked at several other firms previously including Neuberger Berman LLC and Neuberger Berman Management LLC. Daniel is currently registered with the state of Connecticut.
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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CT
10/11/2016 - Present
AMG Distributors, Inc. (STAMFORD CT)
NY
01/06/2016 - 10/04/2016
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
10/25/2002 - 06/30/2016
NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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