Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sterling is a financial advisor registered with Future YOU Wealth. Daniel is based in New York, NY and has been in the industry since 2005. Daniel specializes in portfolio management for individuals and financial planning. Prior to joining Future YOU Wealth, Daniel Sterling was associated with Goldman, Sachs & Co. and Sanford C. Bernstein & Co., LLC. Daniel is a Chartered Financial Analyst.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
11/16/2021 - Present
Future YOU Wealth (NEW YORK NY)
NY
09/21/2012 - 02/27/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
12/08/2005 - 07/14/2010
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
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