Unclaimed
Daniel Russell is a financial professional with over two years of experience in the financial services industry. Daniel is currently registered with PNC Capital Markets LLC as a Registered Representative and is licensed in Massachusetts, New Hampshire and Rhode Island. Previously, Daniel was employed by SunTrust Robinson Humphrey, Inc. Daniel holds the Series 7, Series 79 and Series 63 licenses as well as the SIE exam.
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
MA
06/11/2019 - Present
PNC Capital Markets LLC (Boston MA)
MA
05/18/2017 - 05/10/2019
SUNTRUST ROBINSON HUMPHREY, INC. (BOSTON MA)
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Russell is the right advisor for you? Invested Better is here to help.