Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Zeiger is a registered investment advisor representative with Sequent Planning, LLC. Daniel has been in the financial services industry since 2001. Daniel has worked for various firms throughout his career. Daniel is a licensed investment advisor in Michigan. Daniel is also licensed to sell insurance products. Daniel has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.
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.
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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MI
09/14/2022 - Present
Sequent Planning, LLC (LANSING MI)
MI
10/16/2018 - 08/31/2022
PACKERLAND BROKERAGE SERVICES, INC. (Lansing MI)
MI
08/04/2010 - 10/16/2018
FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)
MI
11/25/2009 - 07/26/2010
SECURIAN FINANCIAL SERVICES, INC. (LANSING MI)
MI
10/18/2001 - 10/30/2009
MWA FINANCIAL SERVICES INC. (LANSING MI)
BOTH
Issued 03/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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