Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Paul Stephans is a financial advisor with over 34 years of experience in the industry. Daniel is currently registered with Osaic FA, Inc. in Pennsylvania. Daniel also holds licenses in 13 other states including Arizona, Colorado, Florida, Georgia, Maryland, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and West Virginia. Daniel has a broad range of experience and specializes in financial planning, portfolio management for individuals and businesses, and retirement plan consulting.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
PA
11/07/2008 - Present
Osaic FA, Inc. (NEW ALEXANDRIA PA)
IN
12/10/2004 - 05/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
12/16/2003 - 12/04/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
03/18/1996 - 12/03/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
12/05/1984 - 04/10/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
12/05/1984 - 04/10/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Stephans is the right advisor for you? Invested Better is here to help.
