Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stearns is a financial professional with over 30 years of experience in the financial services industry. Daniel currently holds registrations with GWN Securities Inc., where he is a registered representative and investment advisor. Daniel offers a range of financial services to individuals, high-net-worth clients, corporations and other businesses. Daniel holds the Series 6, 22, 63 and 65 licenses. Daniel also holds the SIE. Daniel is licensed in Colorado, Connecticut, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania and South Carolina. Daniel has been registered with PMG Securities Corporation, EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States in the past. Daniel has a strong background in investment advisory services, financial planning, portfolio management for individuals and market timing services.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
03/31/2021 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IL
09/02/1999 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NY
12/09/1988 - 08/25/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/09/1988 - 08/25/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1991
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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