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. Wang is a registered investment advisor with Harris Williams, a firm based in San Francisco, California. Daniel has been in the industry since 2005 and has passed the Series 7, Series 63, and Series 79TO exams. He is registered in both California and Virginia. Daniel previously worked at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Securities LLC.
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
CA
05/04/2017 - Present
Harris Williams (SAN FRANCISCO CA)
NY
08/25/2011 - 05/05/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/03/2008 - 08/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/17/2005 - 05/28/2008
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 05/10/2017
Series 63 - Uniform Securities Agent State Law 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 01/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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