Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Velez is a financial advisor at Ernst & Young Investment Advisers LLP. Daniel has been in the industry since 2006 and has worked for several firms including PFS Investments Inc., TD Ameritrade, Inc. and AXA Advisors, LLC. Daniel holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. Daniel has expertise in retirement planning, financial planning, education planning, and insurance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
1
2
NJ
09/12/2012 - Present
Ernst & Young Investment Advisers LLP (SECAUCUS NJ)
NY
05/17/2012 - 09/14/2012
PFS INVESTMENTS INC. (OAKDALE NY)
NY
06/16/2008 - 04/07/2011
TD AMERITRADE, INC. (FOREST HILLS NY)
NY
03/06/2007 - 06/09/2008
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Velez is the right advisor for you? Invested Better is here to help.
