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Daniela A. Morales

BLACKSTONE SECURITIES PARTNERS L.P.
Miami, FL 33136
Some features on this profile are disabled
CRD#: 6963185
DM

Professional summary

Daniela Alejandra Morales, who also goes by Daniela Morales Henao, Daniela Morales, is a registered financial professional currently at BLACKSTONE SECURITIES PARTNERS L.P. located in Miami, Florida.

Daniela is registered as a RR (Registered Representative) and started their career in finance in 2020. Daniela has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniela Morales Henao | Daniela Morales

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.
*496897 - Emplyment Solutions; Investment related No; fort laudardale, Florida; They find people to help for Events in South Florida; PAID CONTRACT EVENT (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 40; EVENT HELPER

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Daniela Alejandra Morales'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

December 14, 2022 - Present

BLACKSTONE SECURITIES PARTNERS L.P.

Office #1: 2 Miami Central 700 Nw 1st Avenue, Miami, FL 33136
BD
CRD#: 17917
Miami, FL
Past

October 7, 2020 - October 3, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Miami, FL
Past

March 10, 2020 - October 3, 2022

MORGAN STANLEY

BD
CRD#: 149777
Miami, FL

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
(12/14/2022)
RR
New York
(12/14/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/10/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/8/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BLACKSTONE SECURITIES PARTNERS L.P.
BLACKSTONE ADVISORY PARTNERS L.P. | THE BLACKSTONE GROUP L.P. | THE BLACKSTONE GROUP | BLACKSTONE SECURITIES PARTNERS L.P. | BLACKSTONE CAPITAL MARKETS | BLACKSTONE ADVISORY SERVICES L.P.

CRD#: 17917 / SEC#: , 8-35941

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

Main Address
345 Park Avenue, New York, NY 10154-0191
Mailing Address
601 Lexington Avenue 28th Floor, New York, NY 10022
Phone number
(212) 583-5000
Established
Delaware since 09/27/1988
Firm type
Partnership
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 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#
BLACKSTONE GROUP HOLDINGS L.P.LIMITED PARTNER
BALLAS, ZACHARYDESIGNATED PRINCIPAL6563232
BLACKSTONE ADVISORY SERVICES L.L.C.GENERAL PARTNER
DEROSE, ANTHONYCHIEF COMPLIANCE OFFICER5553578
PAYNE, DAVID BRYANCHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER, FINOP4984877
SCHWARZMAN, STEPHEN ALLENCHAIRMAN & CEO861435

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

BLACKSTONE SECURITIES PARTNERS L.P.

CRD#: 17917Miami, FL 33136

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