Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ghirsig is a financial advisor who has been in the industry since May 2004. Daniel is currently registered with Cetera Investment Advisers LLC and holds Series 6, 7, 63 and 66 licenses. Daniel has previously worked with MML Investors Services, LLC, and Thrivent Investment Management Inc. Daniel is a partner and offers services through Johnson and Ghirsig Financial Group. Daniel is also a partner, secretary and treasurer of Johnson and Ghirsig Wealth Advisors LLC. Daniel also holds a treasurer position with Financial Services Professionals. Daniel has a proven track record of success in the financial services industry. Daniel is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (Clarence NY)
NY
05/11/2016 - 12/09/2020
MML INVESTORS SERVICES, LLC (CLARENCE NY)
NY
05/28/2004 - 05/12/2016
THRIVENT INVESTMENT MANAGEMENT INC. (CLARENCE NY)
BOTH
Issued 01/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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