Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sopher is an active investment advisor and broker-dealer with over 30 years of experience in the financial services industry. Daniel is a registered representative with LPL Financial LLC, a leading independent broker-dealer, and an investment advisor representative. He is also registered to provide investment advice in several states, including New Jersey, Pennsylvania, and Texas. Daniel has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. He offers a wide range of financial services, including investment management, financial planning, and insurance. Daniel is committed to providing his clients with personalized service and a deep understanding of their needs. He is also dedicated to staying up-to-date on the latest market trends and investment strategies.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/21/2023 - Present
LPL Financial LLC (METUCHEN NJ)
NJ
11/25/2003 - 06/20/2023
KESTRA INVESTMENT SERVICES, LLC (METUCHEN NJ)
MA
07/06/1992 - 12/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NA
03/23/1984 - 11/15/1988
PRUCO SECURITIES CORPORATION
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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