Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Reid Horowitz is a financial advisor registered with Wells Fargo Clearing Services, LLC, and has been in the industry since 1998. Daniel has a wide range of experience in the financial services industry and holds several licenses and certifications. Daniel has been with Wells Fargo Clearing Services, LLC since 2016. Prior to joining Wells Fargo Clearing Services, LLC, Daniel worked at CREDIT SUISSE SECURITIES (USA) 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
04/01/2016 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
03/06/2006 - 04/19/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/31/2005 - 03/22/2006
LEHMAN BROTHERS INC. (NEW YORK NY)
MO
06/04/2004 - 06/01/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/13/2001 - 06/17/2002
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
07/27/2000 - 12/04/2001
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
NY
01/15/1997 - 07/19/2000
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
06/26/1996 - 01/15/1997
CARLIN EQUITIES CORP. (NEW YORK NY)
CO
11/29/1995 - 02/05/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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