Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ebert is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in New York, NY. Daniel has been in the financial services industry since August 4, 2019. Daniel is registered as a securities representative in multiple states and holds Series 63, 66, 7TO, and 24 licenses. Daniel has a proven track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Daniel is committed to helping clients achieve their financial goals by providing personalized financial planning and investment management services. Daniel specializes in providing financial planning and investment management services to a wide range of clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/30/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
08/05/2019 - 08/30/2022
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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