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Daniel M Kleynerman

Dinosaur Financial Group, LLC

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About Daniel M Kleynerman

Daniel M. Kleynerman is a financial professional with over 13 years of experience in the financial services industry. Daniel is currently registered with Dinosaur Financial Group, LLC and has previously worked with PNC Capital Markets LLC, Dinosaur Financial Group, L.L.C. and Credit Suisse Securities (USA) LLC. Daniel holds FINRA Series 3, 7, 7TO, and SIE licenses, and is also licensed in several states. Daniel has expertise in securities and investments, and is dedicated to providing clients with sound financial advice.

Firm Information

Daniel Kleynerman is currently registered with Dinosaur Financial Group, LLC. Dinosaur Financial Group, LLC is a Limited Liability Company formed in May 2000. The firm is registered to operate in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has a single SEC registration. The firm has disclosed five regulatory events and one arbitration event.

Not reported

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Daniel Kleynerman’s Registration & Firm History

NY

08/15/2024 - Present

Dinosaur Financial Group, LLC (NEW YORK NY)

NY

11/29/2021 - 05/08/2024

PNC CAPITAL MARKETS LLC (NEW YORK NY)

NY

02/18/2019 - 06/28/2019

DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)

NY

07/12/2011 - 09/17/2013

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/22/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2019

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2011

Series 3 - National Commodity Futures Examination

BC

Issued 07/11/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel M Kleynerman.
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