Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel David Seifring is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Concourse Financial Group Securities, Inc. and holds licenses Series 7, 63, and 66, and SIE. Daniel has held previous positions with TD Waterhouse Investor Services, Inc. and Charles Schwab & Co., Inc. Daniel has a wide range of experience working with various clients including high-net-worth individuals, corporations, pension plans, and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/08/2006 - Present
Concourse Financial Group Securities, Inc. (Gibbsboro NJ)
NE
01/11/2005 - 01/09/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
11/02/2001 - 01/03/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 07/31/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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