Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Detloff is a financial professional with over 30 years of experience in the financial industry. He is registered with SPC in Ann Arbor, MI and has been with the firm since January 2010. Daniel is a Registered Representative and Investment Advisor Representative. He previously worked for Sigma Financial Corporation, Sun Investment Services Company, and John Hancock Distributors, Inc. Daniel holds the Series 6, Series 63, and SIE licenses. In addition to his work at SPC, Daniel is also the owner of Detloff Financial Planning, Inc. and provides financial planning and insurance services. He is also a notary public in Byron Center, MI. Daniel's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/28/2010 - Present
SPC (ANN ARBOR MI)
NA
10/19/1995 - 11/10/1995
SIGMA FINANCIAL CORPORATION
MA
12/09/1991 - 10/23/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MA
01/31/1990 - 10/15/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/31/1990 - 10/15/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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