Unclaimed
Daniel Sehn is a financial professional with over 15 years of experience in the industry. He is currently registered with Vanguard Marketing Corp. and has previously held positions at Ascensus Broker Dealer Services, LLC, Ascensus Financial Services, LLC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel holds a variety of licenses and certifications, including Series 6, 7, 24, 63, 66, and SIE. He is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
1
2
PA
10/29/2021 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
10/19/2018 - 10/06/2021
ASCENSUS BROKER DEALER SERVICES, LLC (Dresher PA)
PA
03/19/2018 - 10/19/2018
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
NJ
06/07/2006 - 11/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BC
Issued 07/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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