Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Jay Buesing is a financial advisor who has been in the industry since 2017. Danny holds FINRA licenses Series 66, 7TO, SIE, and 7. Danny is registered with the state of Pennsylvania and is currently employed with Wells Fargo Clearing Services, LLC. Danny has been associated with this firm since January 2024 and is based out of their Chesterbrook, PA office. Danny has previously worked with Citizens Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Danny provides investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
PA
05/03/2024 - Present
Wells Fargo Clearing Services, LLC (CHESTERBROOK PA)
PA
03/12/2020 - 01/05/2021
CITIZENS SECURITIES, INC. (WARRINGTON PA)
PA
08/28/2017 - 03/10/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOYLESTOWN PA)
BOTH
Issued 05/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Danny Buesing is the right advisor for you? Invested Better is here to help.
