Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lorne Weber is a financial advisor with over 24 years of experience in the financial services industry. Daniel has been registered with Wells Fargo Clearing Services, LLC since January 2015 and is also registered in Texas. Previously, Daniel was with Morgan Stanley, where he held a position from June 2009 to January 2015, and prior to that, Daniel worked at Citigroup Global Markets Inc. from September 1998 to June 2009. Daniel holds Series 7 and Series 63 licenses. Daniel also holds a Series 65 license.
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.
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.
Investment consulting services to institutional clients
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
OH
01/16/2015 - Present
Wells Fargo Clearing Services, LLC (CINCINNATI OH)
OH
06/01/2009 - 01/27/2015
MORGAN STANLEY (CINCINNATI OH)
OH
09/17/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
IA
Issued 10/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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