Unclaimed
Daniel Dearment is a financial advisor with GWN Securities Inc. He is a registered representative in Pennsylvania and is licensed to sell securities in Maryland, New York, Ohio, Texas, and Virginia. Daniel Dearment has been in the securities industry since November 2008. He is also a director on the board of Grinnell Mutual Insurance Company. Daniel Dearment provides financial planning, portfolio management, and market timing services to individuals, families, and corporations. He has experience working with high-net-worth individuals and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
PA
09/04/2015 - Present
GWN Securities Inc. (Bedford PA)
PA
11/21/2008 - 09/08/2015
LEGEND EQUITIES CORPORATION (BEDFORD PA)
BC
Issued 11/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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