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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 Engelhardt is a financial advisor at Equity Services, Inc., a firm with a focus on providing financial planning, investment management and pension consulting services. Daniel has been in the financial services industry since 1999 and holds a variety of licenses and certifications, including Series 7, 63, 66, 24 and 53. Daniel specializes in working with individuals, high-net-worth individuals, corporations, pension plans and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/22/2021 - Present
Equity Services, Inc. (WHITE PLAINS NY)
NY
06/02/2009 - 05/21/2013
MML INVESTORS SERVICES, LLC (TARRYTOWN NY)
NY
03/04/1999 - 04/02/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WHITE PLAINS NY)
WI
03/04/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 04/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/28/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/04/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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