Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cotter is a financial advisor with Equitable Advisors, LLC, located in Broadview Heights, OH. Daniel has over 30 years of experience in the financial services industry. Daniel provides financial planning, portfolio management, and investment advisory services to individuals and families. Daniel also holds the Series 6, Series 63, Series 65, and SIE licenses. Daniel is committed to providing personalized financial advice and helping his clients reach their financial goals.
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
OH
12/19/2017 - Present
Equitable Advisors, LLC (BROADVIEW HEIGHTS OH)
OH
02/26/2010 - 04/12/2016
ROYAL ALLIANCE ASSOCIATES, INC. (WESTLAKE OH)
OH
08/24/2009 - 02/26/2010
TRIAD ADVISORS, INC. (WESTLAKE OH)
OH
05/26/2004 - 08/24/2009
WATERSTONE FINANCIAL GROUP, INC. (WESTLAKE OH)
CT
07/12/1989 - 05/27/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
07/12/1989 - 10/19/1992
HOME LIFE INSURANCE COMPANY
IA
Issued 09/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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