Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Essian is a financial advisor registered with Principal Securities, Inc., based in Utica, Michigan. Daniel has been in the financial services industry since October 1, 2017. Daniel specializes in investment advisory services for individuals and businesses, including financial planning and pension consulting. Daniel also holds the Series 6, Series 7TO, and Series 66 licenses and has been registered with the Securities and Exchange Commission (SEC) and FINRA. In addition to Daniel's work with Principal Securities, Inc., Daniel is also an outside insurance agent for a company in Raleigh, North Carolina, selling life, annuity, disability, long-term care, property and casualty, health, and group benefits products. Daniel is also a dog sitter and a hockey coach.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
09/12/2022 - Present
Principal Securities, Inc. (Utica MI)
IL
04/18/2018 - 11/02/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (Schaumburg IL)
OH
07/25/2016 - 02/07/2017
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
BOTH
Issued 06/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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