Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Platt Tredwell is a financial advisor with over 14 years of experience in the financial services industry. Daniel currently works for Ages Financial Services, Ltd. based in Stamford, CT. Daniel previously worked for SOURCE CAPITAL GROUP, INC. and CHASE SECURITIES INC. Daniel has a broad range of financial knowledge and expertise, and holds the Series 7, 79, 24 and 63 licenses.
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
CT
01/03/2017 - Present
Ages Financial Services, Ltd. (Stamford CT)
CT
05/03/2013 - 01/03/2017
SOURCE CAPITAL GROUP, INC. (STAMFORD CT)
NY
01/01/1993 - 03/06/2000
CHASE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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