Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Shulman is a financial advisor with BNY Mellon Securities Corp., a leading financial services company. Daniel is also a registered representative with FINRA and has a Series 7 and Series 66 license. Daniel has over 6 years of experience in the financial services industry. Daniel specializes in providing financial advice to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
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NY
01/10/2022 - Present
BNY Mellon Securities Corp. (GARDEN CITY NY)
NY
10/16/2017 - 01/14/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
08/19/2014 - 10/04/2017
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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