Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerald Trout is a financial advisor with Hightower Advisors, LLC. Daniel has been in the financial services industry since 2003. Daniel is registered with FINRA and the state of New Jersey. Daniel holds the Series 6, 7, 63, and 65 licenses. Daniel also holds the SIE. Daniel has worked for Securities America, Inc. and Park Avenue Securities LLC.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NJ
05/31/2018 - Present
Hightower Advisors, LLC (FAIRFIELD NJ)
NJ
09/30/2004 - 06/01/2018
SECURITIES AMERICA, INC. (FAIRFIELD NJ)
NY
04/25/2003 - 10/15/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 07/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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