Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Pinard is a financial advisor who has been in the industry since 2021. Daniel is currently registered with City National Rochdale in New York, NY. Daniel is a Series 66, Series 7TO and SIE licensed professional. Daniel's areas of specialization include: - Portfolio Management for Individuals - Portfolio Management for Businesses - Portfolio Management for Investment Companies - Portfolio Management for Pooled Investment Vehicles - Selection of Other Advisors
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.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
07/21/2022 - Present
City National Rochdale (NEW YORK NY)
BOTH
Issued 02/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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