Unclaimed
Daniel Campbell is a financial advisor registered with World Equity Group, Inc. and has been working in the financial industry since 1989. Daniel has held numerous positions in the industry including positions at Prudential Insurance Company of America, Essex National Securities, Inc. and Regal Securities, Inc. Daniel is currently employed at World Equity Group, Inc. with a branch office located in Manasquan, NJ.
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.
1
2
NJ
03/12/2010 - Present
World Equity Group, Inc. (MANASQUAN NJ)
NJ
12/07/2005 - 04/09/2010
REGAL SECURITIES, INC. (BRICK NJ)
NJ
11/18/2003 - 11/30/2005
NATIONAL SECURITIES CORPORATION (BRICK NJ)
NY
04/25/2001 - 12/03/2003
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
08/09/1996 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
CA
09/23/1994 - 08/09/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
11/14/1989 - 09/29/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/14/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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