Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Portz Souza is a financial advisor with Blue Owl Securities. Daniel is a registered representative in the state of New Jersey. Daniel has been in the industry since 2012 and holds the Series 6, 7, 24, and 66 licenses. Previously, Daniel worked at firms such as TripleTree, LLC, KippsDeSanto & Company, Capital One Securities, Inc., J.P. Morgan Securities LLC, Foresters Financial Services, Inc., and Pruco Securities, LLC.
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.
1
2
NJ
07/02/2024 - Present
Blue OWL Securities (Short Hills NJ)
MN
05/17/2022 - 06/04/2024
TRIPLETREE, LLC (BLOOMINGTON MN)
VA
11/25/2020 - 06/04/2024
KIPPSDESANTO & COMPANY (MCLEAN VA)
LA
04/03/2018 - 06/04/2024
CAPITAL ONE SECURITIES, INC. (NEW ORLEANS LA)
NY
07/03/2017 - 02/15/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
12/26/2013 - 03/13/2017
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
NJ
10/24/2011 - 11/19/2013
PRUCO SECURITIES, LLC. (WARREN NJ)
BOTH
Issued 10/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Souza is the right advisor for you? Invested Better is here to help.
