Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniela S Wambold

Corporate Partners & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniela? Claim Your Profile

About Daniela S Wambold

Daniela Wambold is a registered representative with Corporate Partners & Co. LLC, a firm headquartered in NEW YORK, NY. Daniela Wambold has been in the industry since June 5, 2022. Daniela holds licenses for Series 63, Series 79TO and SIE. Daniela is licensed in New York.

Firm Information

Daniela Wambold is currently registered with Corporate Partners & Co. LLC. Corporate Partners & Co. LLC is a Limited Liability Company formed in New York on May 22, 2013. The firm is registered with the Securities and Exchange Commission and the state of New York.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniela Wambold’s Registration & Firm History

NY

06/06/2022 - Present

Corporate Partners & Co. LLC (NEW YORK NY)

Not sure if Daniela S Wambold is right for you?

Licenses & Designations

BC

Issued 09/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniela S Wambold. Review regulatory record here.
Not sure if Daniela S Wambold is right for you?