Unclaimed
Daniel Dobitsch is a financial professional with over 10 years of experience in the securities industry. Daniel has a Series 7, Series 52TO, Series 53, Series 24 and Series 63 licenses. Daniel is currently registered with Siebert Williams Shank & Co., LLC and was previously registered with D.A. Davidson & Co. Daniel's registration is active in New York. Daniel is currently located in New York, New York and also has a branch office in Shrewsbury, New Jersey.
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
NY
04/10/2015 - Present
Siebert Williams Shank & CO., LLC (NEW YORK NY)
OH
09/23/2013 - 03/16/2015
D.A. DAVIDSON & CO. (MASON OH)
BC
Issued 10/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/25/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/25/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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