Unclaimed
Daniel Magdy Asaad is a registered representative with Truist Securities, Inc., located in Charlotte, North Carolina. Daniel holds the Series 79TO, Series 63, and SIE licenses and is registered in all 50 states, as well as Puerto Rico. Daniel joined Truist Securities, Inc. in October 2021.
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
NC
10/04/2021 - Present
Truist Securities, Inc. (CHARLOTTE NC)
BC
Issued 11/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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