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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 John Hanley has been in the financial services industry for over 29 years. Daniel is a Certified Financial Planner™ professional and has passed the Series 63, Series 65, Series 7 and Series 24 exams. Daniel currently works at Princeton Global Asset Management LLC, which has been in business for over 10 years. Daniel has specialized in providing financial planning, investment advisory, and pension consulting services for individuals, families, and small businesses. Daniel has experience working with both high-net-worth clients as well as those with more modest means. Daniel has experience with a variety of investment products, including stocks, bonds, mutual funds, and exchange-traded funds. Daniel also has experience in portfolio management, retirement planning, and estate planning.
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.
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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NJ
01/30/2023 - Present
Princeton Global Asset Management LLC (PRINCETON NJ)
NJ
06/11/2013 - 08/01/2017
WELLS FARGO CLEARING SERVICES, LLC (MARLTON NJ)
NY
11/01/2011 - 05/21/2013
DREXEL HAMILTON, LLC (NEW YORK NY)
NY
04/19/2005 - 09/09/2011
RODMAN & RENSHAW, LLC (NEW YORK NY)
NJ
04/18/2011 - 05/27/2011
HUDSON SECURITIES,INC. (JERSEY CITY NJ)
NY
06/21/2002 - 03/29/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
04/29/1994 - 06/13/2002
NDB CAPITAL MARKETS, LP (NEW YORK NY)
IA
Issued 08/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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