Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Daniels is a registered representative with Crito Capital LLC. William has been in the industry since 2007 and holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) designation. William has previously worked with Ariane Capital Partners LLC. William offers non-discretionary portfolio management services for both businesses and individuals, as well as 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary services
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.
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NY
04/05/2018 - Present
Crito Capital LLC (NEW YORK NY)
NY
01/10/2007 - 04/03/2018
ARIANE CAPITAL PARTNERS LLC (NEW YORK NY)
BC
Issued 07/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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