Daniel Haddad is a registered investment advisor, based in Ferndale, MI, with 26 years of industry experience.
Location
Ferndale, MI
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Regulatory History
Clean regulatory record
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.
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Daniel is the owner of Fowling Warehouse LLC, where people throw footballs at bowling pins. This is a non-investment related activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
April 2008 - February 2025 · 16 yrs 10 mos
Concourse Financial Group Securities, INC.Broker
March 2007 - February 2025 · 17 yrs 11 mos
Legend Equities CorporationBroker
October 2000 - March 2007 · 6 yrs 5 mos
Bentley-Lawrence Securities, INC.Broker
April 1999 - October 2000 · 1 yr 6 mos
State Registrations6 states
CAILMIOHWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.