Position:
Financial Consultant at Equitable Advisors
Location:
New York, New York, United States
Found email addresses for Daniel Smith:
Found phone for Daniel Smith:
Apr 2024 - Current
Dec 2022 - Aug 2023
Their professional focus is Annuity Strategies, Bartending, and Customer Service across 3 core areas.
Daniel holds CFP Course HS-300 Fundamentals of Financial Planning, Series 7, and Series 66 certifications.
Bachelor's degree at University of Rhode Island
The American College of Financial Services
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