Unclaimed
Daniel McGlinn is an Investment Banking Representative, a Registered Representative and holds the Series 63, Series 7 and Series 79TO licenses. Daniel works at PJT Partners LP, a firm specializing in providing investment banking and financial advisory services.
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
CA
09/06/2022 - Present
PJT Partners LP (SAN FRANCISCO CA)
NY
09/13/2021 - 08/22/2022
COWEN AND COMPANY (NEW YORK NY)
BC
Issued 10/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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