Unclaimed
Daniel Remondi is an investment professional currently registered with KKR Capital Markets LLC. Daniel has been in the industry since May 18, 2020. Daniel is registered with the Securities and Exchange Commission and in 53 states. Prior to joining KKR Capital Markets LLC, Daniel worked at MORGAN STANLEY & CO. LLC. Daniel holds Series 7TO, 79TO and SIE 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
CA
02/10/2022 - Present
KKR Capital Markets LLC (SAN FRANCISCO CA)
NY
08/14/2019 - 05/06/2021
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BC
Issued 06/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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