Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Primeau is a registered investment advisor representative at UBS Asset Management (americas) LLC. Daniel has been in the financial services industry since January 1, 2007. Daniel holds Series 63, SIE, and Series 7 licenses and is also a Chartered Financial Analyst. Daniel is registered in New York and Illinois. Daniel specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
11/05/2010 - Present
UBS Asset Management (americas) LLC (NEW YORK NY)
BC
Issued 05/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Primeau is the right advisor for you? Invested Better is here to help.
