Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel A. Rosenthal is a financial advisor in CINNAMINSON, NJ. Daniel has been in the financial services industry since January 1999 and is currently registered with LPL Financial LLC. Daniel has experience with financial planning, portfolio management, and consulting. Daniel also has experience with tax preparation and accounting through their own CPA firm.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
12/11/2023 - Present
LPL Financial LLC (CINNAMINSON NJ)
NJ
01/27/1999 - 12/14/2023
CETERA FINANCIAL SPECIALISTS LLC (CINNAMINSON NJ)
BOTH
Issued 01/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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