Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel R. Reitz is a financial advisor with Equity Services, Inc. Daniel has been in the financial services industry since 1990. Daniel is licensed to provide advisory services in Pennsylvania and New York. Daniel has a wide range of experience in the financial services industry and is committed to providing his clients with personalized financial planning and investment advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
01/22/2024 - Present
Equity Services, Inc. (LATHAM NY)
PA
07/14/2022 - 01/31/2024
PARK AVENUE SECURITIES LLC (ALLENTOWN PA)
PA
07/12/2018 - 07/05/2022
NYLIFE SECURITIES LLC (WHITEHALL PA)
PA
11/13/2017 - 07/09/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CENTER VALLEY PA)
PA
06/02/2017 - 12/01/2017
CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)
PA
01/30/2017 - 06/13/2017
LPL FINANCIAL LLC (ALLENTOWN PA)
PA
06/01/2009 - 01/23/2014
MORGAN STANLEY (ALLENTOWN PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
NY
04/22/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
OH
02/01/1991 - 04/27/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MA
05/29/1990 - 01/10/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/29/1990 - 01/10/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1993
Series 3 - National Commodity Futures Examination
BC
Issued 04/30/1991
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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