Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ronis is a financial advisor with Janney Montgomery Scott LLC, a firm with over $1 billion in assets under management. Daniel has over 9 years of experience in the financial services industry. Daniel holds the Series 7, Series 66, and SIE securities licenses and is a Certified Financial Planner. Daniel is also a Board Member of the Society of Financial Service Professionals - National Capital Chapter. Daniel provides a wide range of financial planning and investment advisory services to individuals, families, and businesses. Daniel is registered with the Securities and Exchange Commission (SEC) and with several states including California, Colorado, Maryland, New Jersey, North Carolina, Ohio, Texas, and Virginia. Daniel is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
DC
10/05/2021 - Present
Janney Montgomery Scott LLC (WASHINGTON DC)
DC
05/22/2019 - 10/05/2021
CHAPIN, DAVIS (Washington DC)
DC
08/20/2014 - 05/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 10/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Daniel Ronis is the right advisor for you? Invested Better is here to help.
