Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vaysleyb is a financial professional with over 15 years of experience in the financial services industry. Daniel is currently registered with Credit Suisse Securities (USA) LLC. Previously, Daniel was registered with RBC Capital Markets, LLC and UBS Financial Services Inc. Daniel holds a Series 6, 7, 63, 66, 52TO, 22TO, 82TO, 99TO and SIE licenses. Daniel is a graduate of the University of Minnesota.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NA
10/12/2023 - Present
Credit Suisse Securities (usa) LLC (Luxembourg )
NA
07/12/2013 - 04/04/2022
RBC CAPITAL MARKETS, LLC (LONDON )
NJ
12/18/2007 - 08/30/2011
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CO
03/10/2006 - 12/14/2007
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/01/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 09/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/01/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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