Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel P. Curry is a financial professional with over 20 years of experience in the industry. Daniel currently works at RBC Capital Markets, LLC where they have been since September 2015. Previously, Daniel worked at MORGAN STANLEY & CO. LLC from February 1999 to April 2012. Daniel holds a variety of licenses and certifications, including Series 3, 7, 52, 63, 79, and SIE. Daniel is registered in New York and has been since December 2015.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NY
09/05/2015 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
02/02/1999 - 04/24/2012
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NA
03/12/1993 - 05/10/1994
ALEX. BROWN & SONS INCORPORATED
NY
11/03/1992 - 12/04/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 12/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 02/12/2002
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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