Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Maxwell Floersheimer is a financial advisor with Silver Leaf Partners, LLC based in New York, NY. Daniel has over 39 years of experience in the financial services industry, specializing in investment management and financial planning. Daniel has held previous roles at Grayson, Burger & Co., Oppenheimer & Co., Inc., and Bear, Stearns & Co. Inc. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 4, 7, and 63 licenses.
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
NY
07/19/2005 - Present
Silver Leaf Partners, LLC (NEW YORK NY)
CT
05/13/1996 - 06/03/2005
GRAYSON, BURGER & CO. (GREENWICH CT)
NY
05/09/1988 - 11/20/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
12/24/1981 - 08/31/1987
BEAR, STEARNS & CO. INC.
BC
Issued 07/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Floersheimer is the right advisor for you? Invested Better is here to help.
