Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zweben is an investment banking professional with over 10 years of experience in the financial services industry. Daniel is currently a Registered Representative with Moelis & Co. LLC. Prior to joining Moelis & Co., Daniel worked at LAZARD FRERES & CO. LLC and UBS SECURITIES LLC. Daniel holds the Series 7, 24, 63, and 79 securities licenses and is registered to sell securities in California.
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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CA
08/06/2018 - Present
Moelis & Co. LLC (LOS ANGELES CA)
CA
07/08/2014 - 07/11/2018
LAZARD FRERES & CO. LLC (LOS ANGELES CA)
NY
10/17/2011 - 06/11/2014
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 10/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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