DG
CFP · ChFC
DG
CFP · ChFC
Daniel Goldfarb is a CFP, ChFC-designated registered investment advisor, based in Solon, OH, with 18 years of industry experience.
Location
Solon, OH
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Other Business Activities
Daniel is on the Board of Directors/Secretary for the Solon Chamber of Commerce, a non-profit organization supporting local businesses. He participates in board decisions and takes meeting minutes monthly as a volunteer.
Employment History
Current Registrations
Empower Financial Services, INC.Broker
October 2023 - Present · 2 yrs 7 mos
Empower Financial Services, INC.
October 2023 - Present · 2 yrs 7 mos
Empower Advisory Group, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Personal Capital Advisors Corporation
July 2021 - April 2023 · 1 yr 9 mos
Valmark Securities, INC.Broker
May 2020 - April 2021 · 11 mos
Planned Financial Services
November 2017 - July 2020 · 2 yrs 8 mos
LPL Financial LLCBroker
October 2017 - June 2020 · 2 yrs 8 mos
Prudential Financial Planning Services
June 2016 - October 2017 · 1 yr 4 mos
Pruco Securities, LLC.Broker
May 2016 - October 2017 · 1 yr 5 mos
Lincoln Financial Advisors CorporationBroker
December 2005 - March 2015 · 9 yrs 3 mos
Lincoln Financial Advisors Corporation
December 2005 - March 2015 · 9 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
December 2005 - April 2006 · 4 mos
Ameriprise Financial Services, INC.
October 2005 - November 2005 · 1 mo
Ameriprise Financial Services, INC.Broker
October 2005 - November 2005 · 1 mo
State Registrations1 state
OH
Advisor
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Exams
No exam information available for this advisor.