Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thomas Gerron is a financial professional with over 4 years of experience in the securities industry. Daniel has a strong background in investment banking and has held previous roles at Foreside Investment Services, LLC. Daniel is currently registered with Finalis Securities LLC as a registered representative and holds Series 63, SIE, and Series 79 licenses. Daniel is registered in California, Delaware, and Massachusetts.
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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NY
06/16/2022 - Present
Finalis Securities LLC (New York NY)
MA
10/02/2018 - 06/16/2022
FORESIDE INVESTMENT SERVICES, LLC (North Andover MA)
BC
Issued 10/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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