Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John German is an investment advisor representative with Cadaret, Grant & CO., Inc. in Milford, CT. Daniel has been in the industry since March 15, 2012. Daniel has Series 6, Series 63, and Series 65 licenses and the SIE designation. Daniel also holds a position as a wrestling coach at Stratford High School. In addition to Cadaret, Grant & CO., Inc., Daniel has worked with MML INVESTORS SERVICES, LLC and MASSMUTUAL LIFE INSURANCE COMPANY. Daniel also has experience selling insurance through various companies. Daniel has 2 state exam licenses and 2 product exam 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.
A percentage of the total value of assets under management is charged.
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2
CT
06/12/2018 - Present
Cadaret, Grant & CO., Inc. (Milford CT)
CT
11/11/2011 - 02/06/2018
MML INVESTORS SERVICES, LLC (Hamden CT)
IA
Issued 06/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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