Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel e.? Claim Your ProfileDaniel Edward Sommers is a financial professional with over 40 years of experience in the industry. Daniel has a broad range of experience in the financial services industry, including securities and investment advisory services. Daniel has been associated with Park Avenue Securities LLC since 2010. Daniel is registered with FINRA and holds Series 1, 6, 63, and 22 licenses, as well as the SIE certification. Daniel is also registered in 10 states, including New York, New Jersey, Delaware, and California.
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.
1
2
NJ
04/16/2021 - Present
Park Avenue Securities LLC (SHREWSBURY NJ)
NY
08/06/1994 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NJ
03/17/1994 - 07/19/1994
FIRST PRIORITY INVESTMENT CORPORATION (NEWARK NJ)
NA
06/26/1980 - 02/16/1994
GREEN HILL FINANCIAL SERVICE CORPORATION
BC
Issued 10/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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