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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lemuel? Claim Your ProfileLemuel Daniels is a financial advisor in Los Angeles, California. Lemuel has been in the industry since August 20, 1975. Lemuel currently works for Morgan Stanley, and has worked for other firms previously such as DEUTSCHE BANK SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BEAR, STEARNS & CO. INC.. Lemuel has a Series 63 and Series 65 licenses. Lemuel offers a variety of services to clients, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (Los Angeles CA)
CA
09/06/2007 - 12/19/2013
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
CA
09/10/1999 - 09/10/2007
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
09/08/1994 - 09/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/10/1985 - 09/16/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
08/31/1984 - 07/16/1985
DREXEL BURNHAM LAMBERT INCORPORATED
NA
07/13/1978 - 09/28/1984
BECKER PARIBAS INCORPORATED
NA
03/23/1978 - 07/13/1978
BECKER SECURITIES INCORPORATED
NA
08/21/1975 - 04/25/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 07/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1977
PC - AMEX Put and Call Exam
BC
Issued 08/16/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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