Unclaimed
Daniela Perez is a financial professional with over 2 years of experience in the financial industry. Daniela is currently registered with Nylife Securities LLC and holds Series 6TO, Series 63 and SIE licenses. Daniela is currently licensed in California and Texas.
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
TX
02/04/2021 - Present
Nylife Securities LLC (SAN ANTONIO TX)
BC
Issued 03/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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