Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel N. Marchon is a financial advisor with over 10 years of experience in the industry. Daniel is a Chartered Financial Analyst and has held various positions at Raymond James & Associates, Inc., Morgan Stanley and Rockefeller Capital Management. Daniel has a strong track record of providing financial advice to high-net-worth individuals, families, businesses, and charitable organizations. Daniel specializes in financial planning, portfolio management, and pension consulting. Currently, Daniel is registered with Rockefeller Financial LLC, an investment advisor registered with the Securities and Exchange Commission and the state of New York.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/01/2021 - Present
Rockefeller Financial LLC (New York NY)
NY
04/12/2018 - 02/26/2020
MORGAN STANLEY (NEW YORK NY)
NY
10/04/2011 - 08/20/2015
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
BOTH
Issued 04/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2012
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/05/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
Active
Inactive
F
FINRA
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