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 Zucker is a financial advisor with UBS Financial Services Inc. based in Tampa, Florida. Daniel Zucker has been working in the financial industry since June 2010. His expertise includes financial planning, portfolio management, and retirement planning. Daniel Zucker is registered in 16 states, including Florida, Texas, California, and New York. Daniel Zucker is also a Series 66, Series 31, and Series 7 licensed representative. Prior to joining UBS Financial Services Inc., Daniel Zucker was an advisor with Morgan Stanley.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
See schedule d - miscellaneous
1
2
FL
01/15/2016 - Present
UBS Financial Services Inc. (TAMPA FL)
FL
07/01/2010 - 01/20/2016
MORGAN STANLEY (TAMPA FL)
BOTH
Issued 09/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 06/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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