Daniel PolonCRD Number: 7431311
Current Firm: Prudential Financial Planning Services
Daniel Polon (CRD# 7431311) is an Investment Advisor Representative working at Prudential Financial Planning Services in Orlando, FL and has 1 year of experience in the finance industry.
Merit Financial Advisors
Securian Financial Services, Inc.
Certified Advisory Corp
|Prudential Insurance Company Of America||Orlando, FL||Oct 2021 - Current||1|
|Pruco Securities, LLC||Orlando, FL||Aug 2021 - Current||1|
|Mobile County Public School System||Mobile, AL||Aug 2017 - Aug 2021||4|
|Escambia County Public School System||Brewton, AL||Feb 2011 - Aug 2017||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2021|
Total Assets Under Management14,029MILLIONS
Total Number of Accounts106,737ACCOUNTS
Average Account Value$131,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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