Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Coccaro is an Investment Advisor Representative with BTG Pactual Asset Management US , LLC. Daniel holds a Series 7 and Series 63 registration and has over 11 years of experience in the financial services industry. Daniel has previously worked for J.P. MORGAN SECURITIES LLC and J.P. MORGAN CHASE BANK, NA. Daniel is registered to conduct business in Florida and New York.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/29/2024 - Present
BTG Pactual Asset Management US , LLC (NEW YORK NY)
NY
05/23/2013 - 03/10/2021
J.P. MORGAN SECURITIES LLC (New York NY)
BC
Issued 06/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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