Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Steven Williams is a financial advisor with American Portfolios Financial Services, Inc. based in Holbrook, NY. Daniel has been working in the financial services industry since 1999 and has experience in various areas including investment company products/variable contracts, securities trading and NYSE operations. Daniel has earned Series 6, Series 21, Series 25, Series 63 and the Securities Industry Essentials exams.
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
06/20/2016 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
NY
09/19/2005 - 06/21/2016
METLIFE SECURITIES, INC (EAST HILLS NY)
NY
09/19/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROSLYN NY)
NY
09/27/1999 - 02/14/2005
VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)
BC
Issued 09/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/10/2002
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 06/16/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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