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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 Barram is an investment advisor representative with Prosperity Advisers, LLC, a registered investment advisor. Daniel specializes in providing financial planning and portfolio management for individuals. Daniel holds a Series 65 license and has been in the industry since 2012. Daniel has been with Prosperity Advisers, LLC since 2016.
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.
Helps you choose top advisors aligned with your financial goals.
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
PA
08/03/2020 - Present
Prosperity Advisers, LLC (FORT WASHINGTON PA)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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