Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel White is a financial professional with Equitable Advisors, LLC. Daniel is a registered representative with the state of New Jersey and has been in the industry since 2021. Daniel has a Series 66 and Series 7TO license. Daniel works with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers. Daniel's specializations include financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management. Daniel can also provide services to businesses and individuals. Daniel also owns and operates McGuckin, Shatz, & White, LLC, an accounting firm. Daniel has been with Equitable Advisors, LLC since 2019.
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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2
NJ
08/13/2024 - Present
Equitable Advisors, LLC (Ocean NJ)
NJ
10/27/2023 - 03/05/2024
EQUITABLE ADVISORS, LLC (WALL NJ)
NJ
01/27/2020 - 03/07/2023
EQUITABLE ADVISORS, LLC (WALL NJ)
BOTH
Issued 12/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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