Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Koerner is a financial advisor who has been in the industry since 2016. Daniel is registered with Avantax Advisory Services and previously worked with 1st Global Capital Corp. Daniel holds the Series 66, Series 7, and SIE licenses, and has a Certified Financial Planner designation. Daniel provides financial planning, portfolio management, and educational seminars to individuals, corporations, and pension and profit-sharing plans. In addition to his work as a financial advisor, Daniel is also a Partner at Koerner & Koerner, P.A., an accounting firm.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (TOMS RIVER NJ)
NJ
08/24/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (TOMS RIVER NJ)
BOTH
Issued 09/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Koerner is the right advisor for you? Invested Better is here to help.
