Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Posternak is an investment banking professional with over 14 years of experience in the financial services industry. Daniel is currently registered with Lincoln International LLC and is licensed in 53 states and jurisdictions. Daniel previously worked for UBS Securities LLC and Berchwood Partners LLC. Daniel holds Series 7, 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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NY
03/08/2022 - Present
Lincoln International LLC (NEW YORK NY)
NY
01/15/2014 - 02/15/2022
UBS SECURITIES LLC (NEW YORK NY)
NY
04/01/2009 - 01/03/2014
BERCHWOOD PARTNERS LLC (NEW YORK NY)
BC
Issued 12/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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