Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Richard Friedel is an Investment Advisor Representative (IAR) currently registered with Equitable Advisors, LLC. Daniel is based in Troy, Michigan, and began working with the firm in May 2024. Daniel has been in the financial services industry since August 27, 2024. Daniel is currently licensed to provide investment advice in Michigan.
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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MI
08/29/2024 - Present
Equitable Advisors, LLC (TROY MI)
BOTH
Issued 06/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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