Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel William Courtney is a financial advisor with over 13 years of experience in the industry. Daniel is currently registered with Brookfield Oaktree Wealth Solutions LLC and is licensed to conduct business in Connecticut, Maine, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island and Vermont. Daniel has previously held positions with Realcadre LLC, PIMCO Investments LLC, Altegris Investments, LLC, Legg Mason Investor Services, LLC and Blackrock Investments, LLC.
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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2
NY
10/18/2022 - Present
Brookfield Oaktree Wealth Solutions LLC (New York NY)
NY
04/14/2021 - 10/11/2022
REALCADRE LLC (NEW YORK NY)
NY
10/30/2019 - 03/19/2021
PIMCO INVESTMENTS LLC (NEW YORK NY)
CA
06/25/2018 - 10/28/2019
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
CT
05/20/2014 - 07/19/2018
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NJ
07/21/2009 - 05/07/2014
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NJ
12/23/2008 - 07/21/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
Series 3 - National Commodity Futures Examination
BC
Issued 12/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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