Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Thompson is a financial advisor with over 20 years of experience in the industry. Daniel has worked with a variety of clients, including individuals, families, and businesses, helping them achieve their financial goals. Daniel is currently registered with TLG Advisors, Inc., a firm with over $1 billion in assets under management. Daniel is a dedicated and experienced professional who is committed to providing his clients with personalized financial advice.
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.
Placement of institutional funds
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
02/17/2006 - Present
TLG Advisors, Inc. (PITTSBURGH PA)
CA
11/09/2004 - 01/19/2005
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
CO
03/22/1999 - 11/09/2004
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
09/20/1996 - 01/26/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
09/20/1996 - 01/26/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Thompson is the right advisor for you? Invested Better is here to help.
