Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Nash is a financial advisor with J.v.b. Financial Group, LLC located in Menlo Park, CA. Daniel is registered with the state of California as well as 52 other states. Daniel has been in the financial industry since 2007. Daniel's previous experience includes roles at Wells Fargo Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has successfully passed 10 industry exams, including the Series 7, Series 24, and Series 63.
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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CA
02/23/2021 - Present
J.v.b. Financial Group, LLC (Menlo Park CA)
CA
10/18/2019 - 02/24/2021
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
07/08/2014 - 11/28/2018
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
11/01/2010 - 06/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALO ALTO CA)
CA
09/12/2006 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 12/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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