Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danial? Claim Your ProfileDanial Roman is a financial advisor registered with Equitable Advisors, LLC. Danial is registered in 39 states and is also licensed to provide investment advisory services in 37 states. Danial's primary focus is on individual and business clients. Danial Roman has been active in the financial services industry since 2012 and has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Danial is based in Bala Cynwyd, Pennsylvania, and works out of the Equitable Advisors, LLC branch office located at 1 Belmont Avenue, Suite 1100, Bala Cynwyd, PA 19004.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/21/2017 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
IA
Issued 02/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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