Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schaefer is a financial advisor who has been in the industry since 2017. Daniel currently works at Houlihan Lokey Capital, Inc., a firm with a focus on investment banking. Daniel has previously worked at BOFA SECURITIES, INC. and PIMCO INVESTMENTS LLC. Daniel is registered in California and holds Series 7, Series 63, Series 79TO, and SIE licenses.
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
CA
08/17/2023 - Present
Houlihan Lokey Capital, Inc. (LOS ANGELES CA)
NY
08/25/2021 - 07/21/2023
BOFA SECURITIES, INC. (NEW YORK NY)
NY
06/01/2015 - 04/25/2019
PIMCO INVESTMENTS LLC (NEW YORK NY)
BC
Issued 09/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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