Daniel J. Gopen
Professional summary
Daniel Jay Gopen was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Daniel is a previously registered financial advisor and started their career in finance in 1992. Prior to being barred, Daniel had worked at 2 firms, which includes LOGICAL WEALTH MANAGEMENT INC., PFS INVESTMENTS INC..
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 3, 2002 - December 31, 2011
LOGICAL WEALTH MANAGEMENT INC.
September 30, 1992 - December 31, 1994
PFS INVESTMENTS INC.
State Registrations and Notice Filings
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Exams
Current Firm
LOGICAL WEALTH MANAGEMENT INC.
CRD#: 118868 / SEC#: 801-67172
Contact information
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