Unclaimed
Daniel Behnke is a financial professional registered with Bofa Securities, Inc., based in Palo Alto, CA. Daniel has been in the financial industry since 2016, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is a Series 63, Series 79 and SIE licensed professional. Daniel holds an active registration with FINRA and is registered with the state of California and Illinois. Daniel has a special focus on investment banking.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
CA
05/10/2019 - Present
Bofa Securities, Inc. (PALO ALTO CA)
IL
10/13/2016 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BC
Issued 10/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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