Unclaimed
Daniel Wrona is a financial advisor with Rothschild & Co. US Inc. Daniel has been in the financial services industry for over 5 years. His experience includes positions with William Blair, AllianceBernstein Investments, Inc., and Hightower Securities, LLC. Daniel holds the Series 7, Series 66, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Illinois and New York.
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.
1
2
NY
05/02/2024 - Present
Rothschild & Co. US Inc. (NEW YORK NY)
NY
11/17/2021 - 03/01/2024
WILLIAM BLAIR (NEW YORK NY)
TN
08/07/2020 - 06/04/2021
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
02/22/2018 - 03/16/2020
HIGHTOWER SECURITIES, LLC (NEW YORK NY)
BOTH
Issued 06/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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