Unclaimed
Daniel Linsalata is a financial advisor with Harris Williams. Daniel has been in the industry since 2012. Daniel is registered with the state of Massachusetts and Virginia and holds Series 63, 79, and 24 securities licenses.
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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2
MA
10/15/2012 - Present
Harris Williams (BOSTON MA)
BC
Issued 11/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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