Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Pisera is a financial advisor with Ingalls & Snyder, LLC. Daniel has been in the financial services industry since March 20, 1998. Daniel works with individual investors, corporations, and other businesses, high-net-worth individuals, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans. The firm's services include financial planning, portfolio management, education seminars, selection of other advisors, and other services as detailed in the SEC ADV.
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.
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.
Please see "miscellaneous" on schedule d.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/08/2021 - Present
Ingalls & Snyder, LLC (NEW YORK NY)
CT
07/02/2012 - 06/28/2013
KNIGHT CAPITAL AMERICAS LLC (GREENWICH CT)
CT
01/03/2011 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (GREENWICH CT)
CT
05/13/2010 - 01/03/2011
KNIGHT LIBERTAS LLC (GREENWICH CT)
NY
03/22/2004 - 02/14/2007
ABN AMRO INCORPORATED (NEW YORK NY)
IL
06/20/1994 - 04/09/2001
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NY
10/09/1991 - 04/26/1994
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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