Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gesin is a financial advisor who has been in the industry since January 2020. He is currently registered with the state of Texas as a Registered Representative and Investment Advisor Representative. Daniel holds FINRA Series 66, Series 7TO, Series 99TO, and SIE licenses and currently works for Worth Financial Group Inc.. He has a history of experience in the industry working for Gesin Consulting and Amazon. Daniel is a member of the Financial Industry Regulatory Authority (FINRA) and has a current active registration with both the state and FINRA.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
03/18/2021 - Present
Worth Financial Group Inc. (DALLAS TX)
BOTH
Issued 03/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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