Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Souders, Edward is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. Daniel is a registered representative and investment advisor representative with Souders Financial Advisors, LLC. Daniel has held previous positions with LPL Financial LLC, National Planning Corporation, Walnut Street Securities, Inc., Cadaret, Grant & Co., Inc., and PML Securities Company. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Daniel has a strong commitment to helping clients achieve 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.
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2
OH
06/19/2018 - Present
Souders Financial Advisors, LLC (CINCINNATI OH)
OH
07/31/2012 - 06/06/2018
LPL FINANCIAL LLC (CINCINNATI OH)
OH
05/31/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (CINCINNATI OH)
CA
01/02/2002 - 06/03/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/23/1992 - 12/31/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
DE
10/27/1989 - 09/23/1992
PML SECURITIES COMPANY (NEWARK DE)
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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