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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 J Blum is a financial advisor currently registered with Janney Montgomery Scott LLC. Daniel J Blum is also a registered investment advisor representative in Pennsylvania, New Jersey, and Delaware. Daniel J Blum has been in the industry since 2006. Prior to joining Janney Montgomery Scott LLC, Daniel J Blum was employed by BMO Capital Markets Corp. and NF Clearing, Inc. Daniel J Blum specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisors. Daniel J Blum holds the Series 63, 66, 7, 24, 99TO, and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
04/04/2017 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NY
05/08/2007 - 03/11/2008
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
PA
04/26/2001 - 10/28/2005
NF CLEARING, INC. (PHILADELPHIA PA)
BOTH
Issued 12/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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