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Daniel L. Sutliff

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CRD#: 1022093
DS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Lee Sutliff was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 1982. Daniel had worked at 11 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 24, 1992 - January 29, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
Past

March 24, 1992 - January 29, 1993

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

August 3, 1989 - November 30, 1989

GROSVENOR FINANCIAL, INC.

BD
CRD#: 17999
Past

June 18, 1989 - November 24, 1989

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
Past

April 13, 1989 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

May 21, 1987 - December 31, 1987

CONSECO FINANCIAL SERVICES, INC.

BD
CRD#: 629
Past

April 10, 1986 - January 30, 1987

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
Past

April 25, 1985 - April 1, 1986

SECURITIES HEADQUARTERS, INC.

BD
CRD#: 15372
Past

January 24, 1985 - January 25, 1985

ABIEL-BOLLES, INC - INVESTMENT BANKERS

BD
CRD#: 10739
Past

December 15, 1982 - June 21, 1983

PW SECURITIES, INC.

BD
CRD#: 6775
Past

January 14, 1982 - December 15, 1982

PFS INVESTMENTS INC.

BD
CRD#: 10111

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TP
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
PRIVATE ASSET MANAGEMENT GROUP ("PAMG") | THE PRUDENTIAL INVESTMENT CORPORATION ("PIC") | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | STRUCTURED FINANCE GROUP ("SFG") | QUANTITATIVE MANAGEMENT ("QM") | PRUDENTIAL RETIREMENT | PRUDENTIAL REAL ESTATE SECURITIES INVESTORS ("PRESI") | PRUDENTIAL REAL ESTATE INVESTORS ("PREI") | PRUDENTIAL INVESTMENTS ASSET MANAGEMENT GROUP ("PIAMG") | PRUDENTIAL INVESTMENTS ("PI") | PRUDENTIAL INVESTMENT MANAGEMENT, INC.("PIM") | PRUDENTIAL GLOBAL ASSET MANAGEMENT ("PGAM") | PRUDENTIAL FIXED INCOME GROUP ("PRUDENTIAL FIXED INCOME") | PRUDENTIAL FINANCIAL, INC. ("PFI") | PRUDENTIAL CAPITAL GROUP ("PCG")

CRD#: 680 / SEC#: 801-12484, 8-13881

BD
Terminated by SEC on 07/05/1996
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Contact information


Main Address
Mailing Address
Phone number
Established
New Jersey since 04/03/1873
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (3/30/2016)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

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