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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel C Fan is a registered investment advisor representative with Cerity Partners LLC. Daniel has been in the industry since 2008 and has experience with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Daniel holds Series 7 and Series 66 licenses and is a Certified Financial Planner. Daniel is based in New York, NY, and works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Cerity Partners LLC provides financial planning, portfolio management, and other services to a wide range of clients. They have a strong focus on providing personalized investment solutions to meet the individual needs of their clients.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
09/05/2024 - Present
Cerity Partners LLC (NEW YORK NY)
NY
06/01/2009 - 11/11/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
10/28/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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