Unclaimed
Trey William Dandreta is a registered representative with Canaccord Genuity LLC. Trey is a licensed securities professional and has been in the industry since May 10, 2017. Trey has passed the Securities Industry Essentials Examination (SIE), the Investment Banking Registered Representative Examination (Series 79) and the Uniform Securities Agent State Law Examination (Series 63). Trey has previous experience at RBC Capital Markets, LLC and SMBC Nikko Securities America, Inc. Trey is currently registered in New York.
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
03/07/2024 - Present
Canaccord Genuity LLC (New York NY)
NY
03/15/2021 - 05/17/2023
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
07/21/2016 - 03/23/2021
SMBC NIKKO SECURITIES AMERICA, INC. (NEW YORK NY)
BC
Issued 09/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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