Unclaimed
Daniel John Seiferth is a financial advisor with Vanguard Advisers, Inc. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial industry since 2013. Daniel is a registered investment advisor representative in Pennsylvania and Texas. Daniel has a wide range of experience in financial planning, portfolio management, and investment advisory services.
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.
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
PA
07/08/2024 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 06/07/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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