Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charney is a financial advisor registered with TD Securities (usa) LLC, and ATM Execution LLC, and Cowen AND Co.. Daniel is a securities professional with over 30 years of experience in the industry. Daniel is licensed to conduct business in every state across the United States. Daniel's expertise includes equity trading, securities trading, and general securities.
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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2
NY
03/01/2023 - Present
TD Securities (usa) LLC (New York NY)
NY
09/04/2015 - 02/10/2022
COWEN PRIME SERVICES LLC (NEW YORK NY)
NY
05/31/2017 - 07/21/2020
COWEN EXECUTION SERVICES LLC (NY NY)
NY
10/14/2015 - 06/15/2016
COWEN PRIME SERVICES TRADING LLC (NEW YORK NY)
NY
08/21/2014 - 03/03/2015
ATM (NEW YORK NY)
NY
07/09/2007 - 01/20/2012
JEFFERIES & COMPANY, INC. (NEW YORK NY)
CA
10/29/2004 - 06/21/2007
UBS SECURITIES LLC (SAN FRANCISCO CA)
CT
07/08/2002 - 11/01/2004
SCHWAB CAPITAL MARKETS L.P. (STAMFORD CT)
CA
01/27/1999 - 07/29/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
NY
10/01/1997 - 01/01/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
08/14/1991 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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