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DD

Daniel De Ontanon

VECTORGLOBAL WMG
Miami, FL 33131
Some features on this profile are disabled
CRD#: 2653594
DD

Professional summary

Daniel De Ontanon, who also goes by Daniel Deontanon, is a registered financial professional currently at VECTORGLOBAL WMG located in Miami, Florida.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 11 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 3, Series 31, Series 7, Series 24, Series 10, Series 9, Series 4 and Series 23 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniel Deontanon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Daniel De Ontanon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 8, 2024 - Present

VECTORGLOBAL WMG

Office #1: 1001 Brickell Bay Drive Suite 1900, Miami, FL 33131
BD
CRD#: 32396
Miami, FL
Past

August 29, 2019 - October 28, 2021

INSIGNEO ADVISORY SERVICES, LLC

RIA
CRD#: 282589
MIAMI, FL
Past

May 7, 2018 - October 28, 2021

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
MIAMI, FL
Past

January 20, 2017 - April 19, 2018

CITI PRIVATE ALTERNATIVES, LLC

BD
CRD#: 153777
New York, NY
Past

March 30, 2010 - April 19, 2018

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
New York, NY
Past

December 19, 2006 - February 12, 2010

INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 17053
GUAYNABO, PR
Past

June 28, 2005 - November 20, 2006

POPULAR SECURITIES, LLC

BD
CRD#: 8096
SAN JUAN, PR
Past

June 3, 2002 - June 10, 2005

UBS INTERNATIONAL INC.

RIA
CRD#: 107726
LOS ANGELES, CA
Past

June 3, 2002 - June 10, 2005

UBS INTERNATIONAL INC.

BD
CRD#: 107726
NEW YORK, NY
Past

April 30, 2002 - June 1, 2002

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
MIAMI, FL
Past

April 19, 2002 - June 3, 2002

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 23, 1999 - April 23, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 23, 1998 - March 1, 1999

DORAL SECURITIES, INC.

BD
CRD#: 40944
PUERTO NUEVO, PR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(5/8/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/24/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/2/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/4/2017
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 31
Date: 3/18/1999
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/26/2024
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/26/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/26/2024
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 4
Date: 4/26/2024
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 23
Date: 4/4/2007
General Securities Principal Sales Supervisor
SRO Registrations
RR
FINRA

Current Firm

VW
VECTORGLOBAL WMG
VECTORGLOBAL WMG | VECTORMEX INCORPORATED | VECTORGLOBAL WMG, INC.

CRD#: 32396 / SEC#: , 8-45715

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1001 Brickell Bay Drive Suite 1900, Miami, FL 33131
Mailing Address
1001 Brickell Bay Drive Suite 1900, Miami, FL 33131
Phone number
(305) 350-3350
Established
Delaware since 01/14/1993
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VECTORMEX INTERNATIONAL, INC.SOLE SHAREHOLDER
GADALA-MARIA, CARLOS ENRIQUEPRESIDENT, CEO, DIRECTOR, GSP4437613
SALGUERO, JUAN MANUELCCO2855462

Disclosures

Regulatory Event3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VECTORGLOBAL WMG

CRD#: 32396Miami, FL 33131

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