Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Joseph Daniels is a registered representative with Intrepid Investment Bankers LLC, based in San Francisco, California. Gavin has been active in the securities industry since March 12, 2013, and has experience with Cowen and Company, MHT Securities, LP, and Midspan Advisors, LLC. Gavin holds a Series 63, Series 79, and SIE license.
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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2
CA
12/11/2023 - Present
Intrepid Investment Bankers LLC (San Francisco CA)
CA
10/01/2020 - 07/17/2023
COWEN AND COMPANY (San Francisco CA)
CA
11/20/2013 - 10/20/2020
MHT SECURITIES, LP (SAN FRANCISCO CA)
CA
03/26/2013 - 12/09/2013
MIDSPAN ADVISORS, LLC (SAN FRANCISCO CA)
CA
10/18/2012 - 04/09/2013
INSTREAM PARTNERS LLC (SAN FRANCISCO CA)
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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