Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stephen Buermann is an active investment advisor representative with Clarendon Insurance Agency, Inc. Daniel has been in the financial services industry for over 20 years. Daniel is registered in 49 states and has passed the Series 6, Series 63 and SIE exams. Daniel's experience includes working at Sun Life Financial Distributors, Inc., Keyport Financial Services Corp. and Clarendon Insurance Agency, Inc. in multiple roles.
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.
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.
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2
MA
05/28/2015 - Present
Clarendon Insurance Agency, Inc. (Waltham MA)
MA
05/21/2013 - 01/02/2015
CLARENDON INSURANCE AGENCY, INC. (WALTHAM MA)
MA
09/14/2006 - 05/23/2013
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
08/14/2001 - 10/24/2003
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
BC
Issued 02/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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