MD
CFP · ChFC
MD
CFP · ChFC

Michael Daniels

20 Years of Experience
Jersey City, NJ
BrokerSells Insurance

Michael Daniels is a CFP, ChFC-designated registered investment advisor, based in Jersey City, NJ, with 20 years of industry experience.

Location

95 Christopher Columbus Dr, Fl 13, Jersey City, NJ, 07302

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History

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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Other Business ActivitiesSells Insurance

Michael works as an agent/broker for Allied Wealth Partners and Financial Focus Group LLC, focusing on fixed insurance sales since 2015. He dedicates minimal time to Allied Wealth Partners and full-time hours to Financial Focus Group LLC.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.Broker
December 2015 - August 2023 · 7 yrs 8 mos
Securian Financial Services, INC.
December 2015 - August 2023 · 7 yrs 8 mos
AXA Advisors, LLC
October 2013 - January 2016 · 2 yrs 3 mos
AXA Advisors, LLCBroker
February 2013 - January 2016 · 2 yrs 11 mos
New England SecuritiesBroker
July 2010 - February 2013 · 2 yrs 7 mos
Metlife Securities INC.Broker
February 2006 - July 2010 · 4 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
February 2006 - July 2007 · 1 yr 5 mos
State Registrations18 states
CACOCTDCFLGAILMAMDMINCNJNYOHPASCTXVA
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.
Michael Daniels - Financial Advisor | TrueAdvisor