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Daniel Steinberg

Ceros Financial Services, Inc.

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About Daniel Steinberg

Daniel Steinberg is a financial professional with a strong focus on securities. Daniel is registered with Ceros Financial Services, Inc. in the state of Maryland. Daniel is registered to provide Broker-Dealer services in several states, including California, Florida, Maryland, and New York.

Firm Information

Daniel Steinberg is currently registered with Ceros Financial Services, Inc.. Ceros Financial Services, Inc. is a Corporation formed in September 1994. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the Securities and Exchange Commission. The firm has reported 3 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Daniel Steinberg’s Registration & Firm History

MD

09/22/2023 - Present

Ceros Financial Services, Inc. (ROCKVILLE MD)

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Licenses & Designations

BC

Issued 12/14/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Steinberg.
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