Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thurm is a financial advisor who has been in the industry since 2002. Daniel is registered with Park Avenue Securities LLC and has Series 7 and Series 66 licenses. Daniel's area of expertise is Comprehensive Wealth Strategies, LLC, Guardian DBA name. Daniel is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Daniel is registered with the states of Florida, Georgia, New Jersey, New York, Ohio and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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NJ
07/18/2006 - Present
Park Avenue Securities LLC (New Brunswick NJ)
BOTH
Issued 02/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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