Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Daniel is a financial advisor with Equitable Advisors, LLC. William Daniel has been working in the financial industry since 2004. William Daniel is registered with the state of New Jersey as a Registered Representative and an Investment Advisor Representative, and is also registered with the states of New York, Texas, and Washington as a Registered Representative. William Daniel is also a Principal for Equitable Advisors, LLC, a position that he has held since 2010. William Daniel has a broad range of experience in the financial services industry, and is committed to providing his clients with personalized financial advice.
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
04/22/2005 - Present
Equitable Advisors, LLC (SOMERSET NJ)
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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