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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 Kaplan is a financial advisor associated with Hornor, Townsend & Kent, LLC. Daniel has been in the financial services industry since 2001. Daniel is registered with the Securities and Exchange Commission as an investment adviser representative and has been licensed as a broker-dealer in 22 states. Daniel offers financial planning services to individuals, businesses, and pension and profit-sharing plans. Daniel's firm provides portfolio management for businesses and individuals, as well as selection of other advisors. Daniel has experience with investment companies, variable contracts, and other financial products.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
NJ
08/15/2011 - Present
Hornor, Townsend & Kent, LLC (EDISON NJ)
NJ
12/02/2008 - 08/23/2011
AXA ADVISORS, LLC (WOODBRIDGE NJ)
NJ
09/05/2001 - 12/10/2008
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
BC
Issued 11/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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