Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Pedley is a registered investment advisor representative with Summit Trail Advisors, LLC. Daniela has been in the financial services industry since 2000 and has held previous roles at firms such as Barclays Capital Inc., Lehman Brothers Inc., and J.P. Morgan Securities Inc. Daniela is registered in both California and Texas and holds Series 3, 7, and 66 licenses. In addition to her role at Summit Trail Advisors, Daniela also serves as a board member for Congo Voice and a member of the Advisory Committee for Futures Without Violence.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Outsourced chief investment officer services / family office 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/14/2015 - Present
Summit Trail Advisors, LLC (SAN FRANCISCO CA)
CA
09/21/2015 - 08/16/2016
PURSHE KAPLAN STERLING INVESTMENTS (San Francisco CA)
CA
09/22/2008 - 08/25/2015
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
05/04/2006 - 09/22/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
NY
05/01/2001 - 05/03/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/07/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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