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Daniel Kravits

40 Years of Experience
Lombard, IL
Broker

Daniel Kravits is a registered investment advisor, based in Lombard, IL, with 40 years of industry experience.

Location

One East 22nd Street, Suite 710, Lombard, IL, 60148

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Advisory Services, LLC
May 2016 - June 2019 · 3 yrs 1 mo
Foresters Financial Services, INC.Broker
September 2011 - June 2019 · 7 yrs 9 mos
Cassandra Trading Group, LLCBroker
April 2010 - August 2011 · 1 yr 4 mos
Claymore Securities, INC.Broker
August 2007 - April 2008 · 8 mos
Cassandra Trading Group, LLCBroker
September 2004 - August 2007 · 2 yrs 11 mos
Cassandra Trading Group, LLCBroker
September 2002 - October 2002 · 1 mo
Melvin Specialists, L.L.C.Broker
August 2001 - February 2002 · 6 mos
Dempsey & Company, L.L.C.Broker
January 2000 - July 2001 · 1 yr 6 mos
First Union Securities, INC.Broker
September 1990 - February 2000 · 9 yrs 5 mos
Blunt Ellis & Loewi IncorporatedBroker
November 1980 - September 1990 · 9 yrs 10 mos
State Registrations9 states
AZCADCILSCUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Daniel Kravits - Financial Advisor | TrueAdvisor