Daniel SimonsenCRD Number: 4449500
Current Firm: Northwest Advisors, Inc.
Daniel Simonsen (CRD# 4449500) is an Investment Advisor Representative working at Northwest Advisors, Inc. in Erie, PA and has over 16 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
H. Beck, Inc.
Hbks Wealth Advisors
|Cetera Investment Services LLC||St. Cloud, MN||Dec 2015 - Current||2|
|Northwest Advisors Inc.||Warren, PA||Nov 2013 - Current||4|
|Northwest Financial||Meadville, PA||May 2008 - Current||9|
|Northwest Savings Bank||Warren, PA||May 2008 - Current||9|
|Obs||Whitehouse, OH||Oct 2008 - Dec 2013||5|
|Obs Financial Services||Whitehouse, OH||Oct 2008 - Apr 2013||4|
|Uvest Financial Services Group||Charlotte, NC||May 2008 - Oct 2008||< 1|
|Metlife Investors||Hartford, CT||Aug 2005 - Apr 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S65||NASAA Investment Advisors Law Examination||Jan 2005|
Total Assets Under Management361MILLIONS
Total Number of Accounts2,694ACCOUNTS
Average Account Value$133,853
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, ME, NY, OH, PA, SC, TX, VA