Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Levy is a financial professional with over 20 years of experience in the industry. Daniel currently works as a Registered Representative at Evercore Group LLC. Previously, Daniel was a Registered Representative at Goldman Sachs & Co. LLC, Bear, Stearns & Co. Inc., and Family Management Securities, LLC.
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.
1
2
NY
04/20/2018 - Present
Evercore Group LLC (NEW YORK NY)
NY
11/20/2003 - 10/24/2017
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
09/26/2001 - 07/29/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
08/11/2000 - 12/05/2000
FAMILY MANAGEMENT SECURITIES, LLC (NEW YORK NY)
BC
Issued 04/04/2016
Series 24 - General Securities Principal 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 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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