Daniel C. Power

DANIEL POWER

N Versailles, PA

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CRD#: 1352276

Professional summary

Daniel Coleman Power is a registered financial advisor currently at DANIEL POWER, LLC located in N Versailles, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Daniel has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Daniel Coleman Power's CRS (Customer Relationship Summary).

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

Current

March 31, 2022 - Present

DANIEL POWER, LLC

RIA

CRD#: 318301

N Versailles, PA

Past

April 29, 2003 - May 2, 2003

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

GREENSBURG, PA

Past

January 8, 1998 - October 19, 1998

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

October 6, 1989 - October 28, 1996

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Past

April 24, 1985 - December 31, 1988

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(3/31/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/5/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/13/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/9/2020

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/28/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DANIEL POWER, LLC

CRD#: 318301 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (3/31/2022 Approved)

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Contact information

Main Address

N Versailles, PA

Mailing Address

Phone number

(412) 824-7409

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Daniel C. Power

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Coleman Power's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIEL POWER, LLC

TRUSTMONT FINANCIAL GROUP, INC.

SIGMA FINANCIAL CORPORATION

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2020

Series 63

Date: 2/13/2020

SIE

Date: 1/9/2020

Series 6

Date: 4/28/2003

Current Firm

DANIEL POWER, LLC

Contact information

Documents

Red Flags

Company Information

DANIEL POWER, LLC

TRUST BUT VERIFY

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