Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Forbes is a financial professional with over 17 years of experience in the financial services industry. Daniel is registered with Hornor, Townsend & Kent, LLC, where Daniel provides financial planning, portfolio management, and other financial services. Daniel holds licenses in various states and has passed multiple securities exams, including the Series 65 and Series 7.
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.
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.
Trail commissions, distribution assistance fees
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2
PA
03/04/2022 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
GA
01/09/2018 - 02/01/2022
PNC INVESTMENTS (DULUTH GA)
GA
03/13/2015 - 12/18/2017
TRIAD ADVISORS, INC. (NORCROSS GA)
GA
11/20/2006 - 03/06/2015
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
IA
Issued 08/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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