Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel M. Rosenthal is a financial advisor with Private Advisor Group, LLC, and has over 27 years of experience in the industry. He is registered with FINRA and the state of New Jersey, South Carolina, and Texas. Daniel M. Rosenthal also holds the Series 7, Series 63, Series 24, Series 27, and Series 65 licenses. He is a Registered Investment Advisor with the state of New Jersey, South Carolina, and Texas, and has a professional designation as a Certified Financial Planner™. Daniel M. Rosenthal specializes in financial planning, portfolio management, and tax preparation.
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.
Solicitation/referral
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/referral fees
1
2
NJ
07/19/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
08/01/2000 - 09/10/2001
INSTINET CORPORATION (NEW YORK NY)
NY
07/10/1995 - 09/10/2001
INSTINET CLEARING SERVICES, INC. (NEW YORK NY)
NY
07/10/1995 - 08/01/2000
INSTINET CORPORATION (NEW YORK NY)
IA
Issued 11/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/03/1995
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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