Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lasater is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 25 years of experience in the financial services industry. Daniel specializes in providing investment advice to individuals, businesses, and institutions. Daniel has a strong background in portfolio management, financial planning, and investment research. Daniel is also registered with the state of Texas as an Investment Advisor Representative and a Registered Representative.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/20/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
TX
03/29/2019 - 06/02/2021
BBVA SECURITIES INC. (San Antonio TX)
TX
09/03/2003 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
NY
09/21/1998 - 07/15/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/16/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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