Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Levin is a financial advisor at Janney Montgomery Scott LLC. Daniel is a Series 65, Series 31, Series 3, Series 7 and Series 63 licensed financial advisor. He is licensed to provide investment advisory services in Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia and Wisconsin. Daniel is also a Series 31 and Series 3 licensed advisor.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
05/13/2009 - Present
Janney Montgomery Scott LLC (BLUE BELL PA)
PA
07/01/2003 - 05/14/2009
WELLS FARGO ADVISORS, LLC (YARDLEY PA)
NY
06/11/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/09/2000 - 06/18/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
PA
09/13/1996 - 08/18/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
01/29/1992 - 09/24/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/1992
Series 3 - National Commodity Futures Examination
BC
Issued 01/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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