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Daniel Karl Goldstein

Daniel Goldstein, Cfp

Centerport, NY

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Current Employers
Daniel Goldstein, Cfp

Centerport, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-03-27
  • NY RA
    APPROVED
    Since 2023-03-27

Branch Locations

Centerport, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed-Certified Financial Planne Centerport NY 06/1995 Present
  • 06/1995 → Present
    Self Employed-Certified Financial Planne
    Centerport, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-04-26
  • S63 Uniform Securities Agent State Law Examination
    1996-04-26
Designations

View on SEC IAPD

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