Daniel Forman

Daniel Forman

Senior Vice President

Followers of Daniel Forman748 followers
location of Daniel FormanConshohocken, Pennsylvania, United States

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  • Timeline

  • About me

    Senior Vice President, Financial Advisor, Plotnick Forman Group at Morgan Stanley

  • Education

    • Friends Central

      -
    • University of Vermont

      1992 - 1996
  • Experience

    • Morgan Stanley

      Jan 1996 - Jan 2008
      Senior Vice President
    • UBS

      Jan 2008 - Jan 2022
      Senior Vice President - Investments
    • Morgan Stanley

      Jan 2022 - now
      Senior Vice President, Financial Advisor

      © Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/plotnick-forman-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 2402415 Show less

  • Licenses & Certifications

    • **Registered States** AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, MI, MO, NC, NJ, NY, OH, PA, VA

      FINRA