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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick Brown is a registered investment advisor representative at Morgan Stanley. Daniel has been in the industry since 2010, holding various roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Daniel is licensed to provide financial and investment advice in multiple states, including New York, Connecticut, and Texas. Daniel has passed numerous industry exams, including the Series 7, Series 9, Series 10, Series 66 and SIE. Daniel is currently associated with Morgan Stanley's Garden City, New York branch.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/20/2020 - Present
Morgan Stanley (Garden City NY)
NY
07/16/2010 - 03/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
NY
04/13/2010 - 07/22/2010
MORGAN STANLEY SMITH BARNEY (SYRACUSE NY)
BOTH
Issued 09/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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