Daniel J. Podell
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel James Podell was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 1992. Daniel had worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 10, 2014 - December 19, 2016
QUESTAR ASSET MANAGEMENT, INC.
June 10, 2014 - December 19, 2016
QUESTAR CAPITAL CORPORATION
September 17, 1999 - June 13, 2014
MSI FINANCIAL SERVICES, INC.
January 27, 1992 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
January 27, 1992 - June 13, 2014
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
QUESTAR ASSET MANAGEMENT, INC.
CRD#: 133358 / SEC#: 801-63747
Contact information
Red Flags
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