Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Matthew Shefter is a broker with BDT & MSD Partners, LLC. Daniel is registered in 51 states and the District of Columbia. Daniel has been in the industry since April 1997. Daniel has passed the Series 63, 24, 79TO, SIE and Series 7 examinations. Daniel worked with Goldman Sachs & Co. LLC from April 1997 to May 2018.
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.
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2
CO
04/26/2018 - Present
BDT & MSD Partners, LLC (DENVER CO)
CA
04/16/1997 - 05/22/2018
GOLDMAN SACHS & CO. LLC (SAN FRANCISCO CA)
BC
Issued 05/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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