Daniel Seder, financial advisor Farmington Hills MI
86 score

Daniel Seder

CRD Number: 4446418
Current Firm: Blue Chip Partners, Inc.

Daniel Seder (CRD# 4446418) is an Investment Advisor Representative working at Blue Chip Partners, Inc. in Farmington Hills, MI and has over 15 years of experience in the finance industry. Daniel Seder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Blue Chip Partners, Inc. Farmington Hills, MI Sep 2005 - Current 11
Non-variable Insurance Farmington Hills, MI Aug 2005 - Current 11
Raymond James Financial Services, Inc. Farmington, MI Jun 2005 - Current 11
Independent Insurance Agent Farmington Hills, MI Mar 2002 - Current 14
Blue Chip Partners, Inc. (f/k/a Steinberg Plan & Inv Mgmt, Ltd.) Farmington Hills, MI Sep 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daniel E. Seder
Phone Number: 248-848-1111
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    304
    MILLIONS
  • Total Number of Accounts
    837
    ACCOUNTS
  • Average Account Value
    $363,492
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, MI, TX, WI

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BADGES
86

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