Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee is a financial professional with experience in the financial services industry. Daniel is currently registered with Quasar Distributors, LLC. Daniel previously worked at Equitable Advisors, LLC and holds the Series 7TO and SIE exams.
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
PA
01/23/2024 - Present
Quasar Distributors, LLC (Philadelphia PA)
PA
08/31/2021 - 07/24/2023
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BC
Issued 08/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Lee is the right advisor for you? Invested Better is here to help.
