Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Petrovich is an investment advisor representative who has been working in the financial services industry for over 25 years. He holds the Series 6, 7, 24, 63 and 65 licenses. Daniel Petrovich is currently registered with Hornor, Townsend & Kent, LLC and previously worked for Signator Investors, Inc. He provides financial planning services and manages portfolios for individual clients, corporations and businesses, pension and profit-sharing 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.
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.
Trail commissions, distribution assistance fees
1
2
PA
03/15/2004 - Present
Hornor, Townsend & Kent, LLC (Conshohocken PA)
MA
11/21/1997 - 09/19/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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