Unclaimed
Daniel Michael Jeleniewicz is a financial advisor at Equitable Advisors, LLC. Daniel has been in the financial industry for a period of time that includes experience with the company. Daniel is registered to provide securities services in California, New York and Ohio. Daniel holds Series 7TO, Series 63, and SIE licenses.
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.
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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2
NY
06/21/2023 - Present
Equitable Advisors, LLC (NEW YORK NY)
BC
Issued 08/21/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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