Unclaimed
Daniel Jensen is a financial professional with over 30 years of experience in the industry. Daniel has held positions at several firms including Weller, Anderson & Co., Ltd., Trump Securities, LLC, Pali Capital, Inc., Carolina Capital Markets, Inc., Oppenheimer & Co., Inc., Dinner Key Advisors Incorporated, Alex. Brown & Sons Incorporated, UBS Securities Inc., and Prudential-Bache Securities Inc. Currently, Daniel is associated with Alt Fund Distributors LLC. Daniel holds several industry licenses including Series 7, Series 24, and Series 63. Daniel is registered in North Carolina and South Carolina.
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.
1
2
NY
01/05/2015 - Present
ALT Fund Distributors LLC (New York NY)
NC
04/23/2009 - 12/31/2014
WELLER, ANDERSON & CO., LTD. (CHAPEL HILL NC)
FL
01/20/2006 - 12/08/2008
TRUMP SECURITIES, LLC (BOCA RATON FL)
NY
09/21/2007 - 12/03/2008
PALI CAPITAL, INC. (NEW YORK NY)
TX
11/15/2006 - 10/01/2007
WELLER, ANDERSON & CO., LTD. (DALLAS TX)
NC
07/20/1999 - 01/13/2006
CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)
NY
07/05/1996 - 07/11/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
06/30/1994 - 04/01/1996
DINNER KEY ADVISORS INCORPORATED
NA
10/09/1992 - 07/05/1994
ALEX. BROWN & SONS INCORPORATED
NY
11/16/1989 - 10/06/1992
UBS SECURITIES INC. (NEW YORK NY)
NA
04/29/1987 - 04/03/1989
PRUDENTIAL-BACHE SECURITIES INC.
BC
Issued 05/21/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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