Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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