Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Oscar Bermiss is a financial advisor with over 23 years of experience in the financial services industry. Daniel Oscar Bermiss is currently registered with TIAA-CREF Individual & Institutional Services, LLC. Previously, Daniel Oscar Bermiss was affiliated with J.P. Morgan Securities LLC, HSBC Securities (USA) Inc., Nexbank Securities Inc, PIMCO Investments LLC, Allianz Global Investors Distributors LLC, Janus Distributors LLC, MBSC Securities Corporation, and Reich & Tang Distributors, Inc. Daniel Oscar Bermiss is licensed to provide investment advice in several states.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
01/08/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
07/11/2014 - 12/05/2023
J.P. MORGAN SECURITIES LLC (HEWLETT NY)
NY
06/11/2013 - 07/09/2014
HSBC SECURITIES (USA) INC. (OYSTER BAY NY)
TX
04/27/2011 - 08/01/2012
NEXBANK SECURITIES INC (DALLAS TX)
NY
02/14/2011 - 04/25/2011
PIMCO INVESTMENTS LLC (NEW YORK NY)
NY
03/31/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
CO
10/22/2007 - 09/25/2009
JANUS DISTRIBUTORS LLC (DENVER CO)
NY
07/27/1999 - 10/04/2007
MBSC SECURITIES CORPORATION (UNIONDALE NY)
NY
09/29/1997 - 05/07/1999
REICH & TANG DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 08/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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