Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileAdvisors 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
05/09/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
05/05/2021 - 05/10/2022
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
02/14/2020 - 05/03/2021
CLEAR STREET LLC (NEW YORK NY)
CA
02/16/2018 - 02/18/2020
SAGETRADER, LLC (SAN FRANCISCO CA)
IL
06/19/2013 - 02/12/2018
ITG DERIVATIVES LLC. (CHICAGO IL)
NY
02/21/2012 - 02/12/2018
ALTERNET SECURITIES INC. (NEW YORK NY)
NY
01/05/2011 - 02/12/2018
ITG INC. (NEW YORK NY)
TX
07/10/2009 - 11/10/2010
PENSON EXECUTION SERVICES, INC. (DALLAS TX)
TX
09/20/2007 - 11/09/2010
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
NY
04/02/2004 - 07/13/2007
NYFIX CLEARING CORPORATION (NEW YORK NY)
NY
11/11/2003 - 07/13/2007
NYFIX TRANSACTION SERVICES, INC. (NEW YORK NY)
NY
02/18/2003 - 07/13/2007
NYFIX MILLENNIUM, L.L.C. (NEW YORK NY)
NJ
03/20/2002 - 11/22/2002
THE ISLAND ECN (JERSEY CITY NJ)
NY
01/01/2001 - 11/22/2002
ISLAND EXECUTION SERVICES, LLC (NEW YORK NY)
NJ
11/06/2000 - 01/30/2001
THE ISLAND ECN (JERSEY CITY NJ)
NY
08/21/2000 - 11/10/2000
CREDIT SUISSE FIRST BOSTON PRIVATE ADVISOR, LLC (NEW YORK NY)
NY
05/17/2000 - 08/21/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NE
09/01/1998 - 05/31/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 9/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 4/15/2000
Series 4 - Registered Options Principal Examination
BC
Issued 8/6/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 8/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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