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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 Goodman is a financial advisor who has been in the industry since October 2020. Daniel is currently registered with Equitable Advisors, LLC. Daniel Goodman is registered with both the BrokerCheck and the Investment Adviser Public Disclosure (IAPD) systems. Daniel Goodman is a licensed financial advisor in the states of California, Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Oregon, Pennsylvania, and Washington. Daniel also holds Series 7TO and Series 66 securities licenses. Daniel offers a variety of services, including portfolio management, financial planning, educational seminars and pension consulting.
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
11/25/2020 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
BOTH
Issued 11/20/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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