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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 Rynkar is a financial advisor with Wells Fargo Clearing Services, LLC, based in New York, NY. Daniel has been in the financial services industry since 1998. Prior to joining Wells Fargo, Daniel worked at A. G. Edwards & Sons, Inc. and UBS Financial Services Inc. Daniel is registered to provide investment advisory services in New York and Texas. Daniel is also registered as a broker-dealer in over 30 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
03/01/2013 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
01/02/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEW YORK NY)
NJ
03/20/1998 - 01/14/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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