Unclaimed
Daniel Bakerman is a financial advisor with Corebridge Capital Services, Inc. Daniel has been in the industry since 2003 and has experience working with clients in Connecticut, New Jersey, New York, and Pennsylvania. Daniel holds Series 6 and 63 licenses and the SIE exam. Daniel is currently registered with FINRA and is active in the Broker-Dealer (BC) space.
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
06/19/2008 - Present
Corebridge Capital Services, Inc. (WOODLAND HILLS CA)
CT
07/16/2003 - 06/09/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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