Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Shearer is a financial advisor with Equitable Advisors, LLC and has been working in the financial services industry since 2001. Daniel is registered with the state of New Jersey and is also licensed to provide financial advice in California, Florida, Kentucky, New York, Oregon, Pennsylvania, and South Carolina. Daniel has earned Series 6, 7, 24 and 66 securities licenses and has also passed the SIE exam. Daniel specializes in providing financial planning and investment advice to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. Daniel is committed to helping clients reach their financial goals by providing personalized financial 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.
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
NJ
04/09/2024 - Present
Equitable Advisors, LLC (WALL NJ)
NY
05/21/2001 - 06/02/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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