Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Wittmer is a registered representative with Bofa Securities, Inc. Daniel is located in SAN FRANCISCO, CA. Daniel has been in the industry for 1 year and holds Series 63, Series 79TO and SIE licenses.
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.
Research-related services
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.
Negotiated fees for research-related services
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CA
03/20/2023 - Present
Bofa Securities, Inc. (SAN FRANCISCO CA)
BC
Issued 03/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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