Unclaimed
Reuben Daniels is a financial advisor with over 25 years of experience in the industry. Reuben holds Series 7, 8, 9, 10, 14, 24, 63, 66, 79TO, 99TO, and SIE licenses. Reuben is currently registered with Chatham Financial Securities LLC, a firm with over 15 years of experience. Reuben is also registered with the state of Connecticut and New York. Prior to joining Chatham Financial Securities LLC, Reuben was a financial advisor with Barclays Capital Inc., Deutsche Bank Securities Inc., and J.P. Morgan Securities Inc. Reuben has a proven track record of providing clients with exceptional financial advice and guidance.
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
NY
08/24/2009 - Present
Chatham Financial Securities LLC (New York NY)
NY
07/21/2003 - 10/16/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/15/1999 - 07/24/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/18/1995 - 06/28/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 11/10/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Reuben Daniels is the right advisor for you? Invested Better is here to help.