Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Carolina Rettig is a registered representative and investment advisor representative with HSBC Securities (USA) Inc. Daniela is a seasoned professional with experience in the financial services industry since 2016. Daniela has worked with a variety of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Daniela is licensed to offer a range of financial services, including investment advisory, brokerage, and wealth management. Daniela has a strong understanding of the financial markets and a commitment to providing clients with personalized investment advice.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
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.
1
2
NY
11/01/2023 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NJ
10/11/2019 - 11/21/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/11/2016 - 10/16/2019
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BOTH
Issued 09/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniela Rettig is the right advisor for you? Invested Better is here to help.
