Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Goss is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Robert W. Baird & Co. Inc., and previously worked for Hefren-Tillotson, Inc., Citizens Securities, Inc., NYLIFE Securities LLC, Sungard Institutional Brokerage Inc. and Federated Securities Corp. Daniel holds Series 2, 6, 7, 7TO, 63, 65, and 66 licenses. Daniel specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutional 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.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
02/15/2019 - 10/21/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
PA
06/11/2015 - 06/06/2016
CITIZENS SECURITIES, INC. (ALLISON PARK PA)
PA
12/23/2014 - 02/06/2015
NYLIFE SECURITIES LLC (PITTSBURGH PA)
IL
04/03/2008 - 08/08/2008
SUNGARD INSTITUTIONAL BROKERAGE INC. (GENEVA IL)
PA
02/14/1990 - 03/21/2007
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 04/12/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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