Unclaimed
Samuel Daniels is a registered representative with Equitable Advisors, LLC. Samuel Daniels is licensed to offer securities in Maryland. Samuel Daniels has been in the financial industry since August 2024. Equitable Advisors, LLC is a well-established firm, headquartered in New York, NY, with a large team of licensed representatives. Samuel Daniels specializes in offering financial planning services, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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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MD
10/29/2024 - Present
Equitable Advisors, LLC (COLUMBIA MD)
Active
Inactive
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