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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gerrard Kress is a financial advisor who has been in the industry since 1988. Daniel Gerrard Kress is a Certified Financial Planner and a Chartered Financial Consultant, and is currently registered with Osaic Wealth, Inc. Daniel Gerrard Kress has experience in various areas of finance, including investment advisory and insurance products. Daniel Gerrard Kress's experience includes previous roles at SIGNATOR INVESTORS, INC. and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY.
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.
1
2
PA
06/08/2023 - Present
Osaic Wealth, Inc. (ERIE PA)
PA
04/21/1988 - 11/02/2018
SIGNATOR INVESTORS, INC. (ERIE PA)
MA
04/21/1988 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 09/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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