Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert St andre is a securities professional with over 6 years of experience in the industry. Daniel is currently registered with BNY Mellon Securities Corp. as a registered representative and investment advisor. Daniel holds Series 3, 7, and 63 licenses and the SIE exam. Daniel is registered in 51 states and the District of Columbia. Daniel has been with BNY Mellon Securities Corp. since August 15, 2016.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/15/2016 - Present
BNY Mellon Securities Corp. (San Francisco CA)
BC
Issued 06/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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