Daniel Elser (CRD# 6912809) is an Investment Advisor Representative working at Ballast Financial Advisors, LLC in West Chester, PA and has over 4 years of experience in the finance industry. Daniel Elser has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 2232297
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ballast Financial Advisors, LLC | West Chester, PA | Aug 2019 - Current | 5 |
Keystone State Insurance | West Chester, PA | May 2018 - Current | 6 |
Ameriprise Financial | West Chester, PA | Feb 2018 - Aug 2019 | 1 |
Student | West Chester, PA | Sep 2015 - Jun 2019 | 3 |
Conewago Enterprise Inc. | Hanover, PA | May 2016 - Jan 2018 | 1 |
Various Studies | Pennsylvania, PA | Sep 2002 - Jun 2015 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- PA
-
Total Assets Under Management247MILLIONS
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Total Number of Accounts1,343ACCOUNTS
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Average Account Value$184,194
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, GA, LA, MD, NJ, PA, SC, TX, VA
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