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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 Jonathan Gopen is a financial advisor registered with Cambridge Investment Research Advisors, Inc. located in Great Neck, New York. Daniel has been in the securities industry since 2011. He has a Series 7, Series 63, and Series 66 license. Daniel also holds a Securities Industry Essentials Examination certification. He is registered in several states, including Florida, Nevada, New Jersey, New York, Pennsylvania, and Texas. He has a history of working in the industry with firms such as National Securities Corporation and Prime Capital Services, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
01/04/2021 - Present
Cambridge Investment Research Advisors, Inc. (Great Neck NY)
NY
11/22/2013 - 01/20/2021
NATIONAL SECURITIES CORPORATION (FLUSHING NY)
NY
07/26/2011 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (FLUSHING NY)
BOTH
Issued 11/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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