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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cutter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in SAN FRANCISCO, CA. Daniel has been a registered representative since 2000. He is also an Investment Advisor Representative in Texas. Prior to joining Merrill Lynch, Daniel worked at Morgan Stanley DW Inc., Credit Suisse First Boston LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Daniel holds Series 7, Series 31, Series 63 and Series 65 licenses. Daniel specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Pension Consulting. Daniel's clients include high net worth individuals, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
03/17/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
NY
08/21/2003 - 11/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/17/2003 - 07/23/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
11/22/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
03/02/2000 - 12/05/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 9/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 3/1/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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