Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Philip Dobitsch

Siebert Williams Shank & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Philip Dobitsch

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.

Firm Information

Daniel Dobitsch is currently registered with Siebert Williams Shank & CO., LLC. Siebert Williams Shank & CO., LLC is a Limited Liability Company that was formed in March 1997. The firm is registered in all 50 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Dobitsch’s Registration & Firm History

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)

Not sure if Daniel Philip Dobitsch is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Philip Dobitsch.
Not sure if Daniel Philip Dobitsch is right for you?