Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bystrom is an investment advisor representative at NFP Retirement Inc. and Accountants Proprietary Financial Servicenet, Inc. Daniel is a registered representative in New York, Texas and is licensed as a broker-dealer in New York. Daniel Bystrom has a long history of experience in the industry, having worked at MF Global Inc., CLSA Americas LLC, BNP Paribas Securities Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
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CA
05/26/2022 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
NY
06/27/2015 - 03/06/2017
CLSA AMERICAS, LLC (NEW YORK NY)
NY
04/06/2010 - 12/05/2011
MF GLOBAL INC. (NEW YORK NY)
NY
03/10/2006 - 03/27/2007
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
08/12/1999 - 03/23/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2010
Series 3 - National Commodity Futures Examination
BC
Issued 05/05/2010
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
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