Daniel Juechter is a CFP-designated registered investment advisor, based in Tarrytown, NY, with 38 years of industry experience.
Location
120 White Plains Rd, Suite 403, Tarrytown, NY, 10591
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the owner of Hunter Financial Advisors, Inc., dedicating full-time hours to this role. He also works as an insurance consultant for Oxford Risk Management Group, LLC and as an independent insurance contractor, spending a few hours per week on each.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
Nathan & Lewis Securities, INC.Broker
Allmerica Investments, INC.Broker
Uslife Equity Sales CORP.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.