Unclaimed
Daniel Sedgh is a financial advisor with Kingswood Capital Partners, LLC and has been active in the industry since 2023. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 79TO, SIE, and Series 63 licenses. Daniel is registered in New York and currently works out of the New York office at 17 Battery Pl, Suite 625, New York, NY 10004.
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
08/23/2023 - Present
Kingswood Capital Partners, LLC (New York NY)
BC
Issued 07/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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