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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 Dunlap is a financial advisor with over 13 years of experience in the industry. Daniel is registered with Mutual Advisors, LLC and has been with the firm since October 2019. Daniel is also registered with the state of Pennsylvania and Texas as an Investment Advisor Representative. He is registered with the state of Arizona, Florida and Pennsylvania as a Broker/Dealer. Daniel is a graduate of the University of Pittsburgh. Daniel holds the Series 7, 6, 63, and 65 licenses, as well as the SIE. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pension and profit-sharing plans. Daniel has a strong commitment to providing his clients with personalized financial advice that meets their individual needs.
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.
Hourly consulting
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.
1
2
PA
11/15/2019 - Present
Mutual Advisors, LLC (Latrobe PA)
PA
08/18/2010 - 11/18/2019
BPU INVESTMENT MANAGEMENT INC. (GREENSBURG PA)
PA
08/01/2008 - 08/17/2010
NATIONWIDE SECURITIES, LLC (NEW ALEXANDRIA PA)
PA
01/22/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (NEW ALEXANDRIA PA)
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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