Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kiefer is a financial advisor with over 25 years of experience in the industry. Daniel is currently registered with TD Private Client Wealth LLC, where Daniel works out of the Cranford, New Jersey branch office. Previously, Daniel was with Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C., Grayson Financial LLC, M.S. Farrell & Company, Inc., Smith Barney Inc., PaineWebber Incorporated and Euro-Atlantic Securities Inc. Daniel holds FINRA Series 7, 63, and 66 licenses. Daniel specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, 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.
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.
A percentage of the total value of assets under management is charged.
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NJ
08/29/2024 - Present
TD Private Client Wealth LLC (Cranford NJ)
NJ
09/20/2019 - 12/23/2019
CETERA ADVISOR NETWORKS LLC (COLTS NECK NJ)
NJ
09/15/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (COLTS NECK NJ)
NJ
04/28/2003 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (COLTS NECK NJ)
NJ
09/02/1998 - 05/27/2003
GRAYSON FINANCIAL LLC (RED BANK NJ)
NY
03/10/1997 - 08/27/1998
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
NY
01/31/1995 - 05/06/1996
SMITH BARNEY INC. (NEW YORK NY)
NJ
09/23/1994 - 11/09/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
FL
05/25/1994 - 09/27/1994
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
BOTH
Issued 07/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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