Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Adler is a financial advisor who has been in the industry since August 8, 2014. Daniel is registered with Pruco Securities, LLC, which is located in Syracuse, NY. Daniel is also registered with the states of Florida, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina and Washington. Daniel has passed the Series 6, 7TO, 26, 63 and 65 exams. Daniel is a Certified Financial Planner. Daniel also works with Aetna, Excellus, and United Health Care.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
NY
06/07/2021 - Present
Pruco Securities, LLC (Syracuse NY)
IA
Issued 06/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/17/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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