Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sayfie is a financial advisor registered with Equitable Advisors, LLC. Daniel has been in the industry since August 2018 and is registered to provide both securities and investment advice. Daniel has passed the Series 7, Series 66 and SIE examinations, and is licensed to offer his services in Maryland, Michigan and North Carolina. Daniel works with clients across a range of needs and financial backgrounds, from individuals and families to corporations and charitable organizations. Daniel's focus is on providing personalized financial advice and planning services to help his clients reach their 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.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
Equitable Advisors, LLC (GRAND RAPIDS MI)
BOTH
Issued 11/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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