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DD

Daniel Doischen

PROFUNDS DISTRIBUTORS
Bethesda, MD 20814
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CRD#: 3043468
DD

Professional summary


Daniel Doischen is a registered financial professional currently at PROFUNDS DISTRIBUTORS, INC. located in Bethesda, Maryland.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 7 firms and has passed the Series 63, SIE, 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) - BD


Click below to view Daniel Doischen'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

October 6, 2023 - Present

PROFUNDS DISTRIBUTORS, INC.

Office #1: 7272 Wisconsin Avenue 21st Floor, Bethesda, MD 20814
BD
CRD#: 19541
Bethesda, MD
Past

August 14, 2023 - September 13, 2023

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

November 18, 2019 - June 15, 2022

INTEGRITY FUNDS DISTRIBUTOR, LLC

BD
CRD#: 26293
MINOT, ND
Past

December 16, 2014 - April 1, 2019

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

June 13, 2006 - December 31, 2014

ALPS DISTRIBUTORS, INC.

BD
CRD#: 16853
NEW YORK, NY
Past

April 9, 2004 - May 31, 2006

PROFUNDS DISTRIBUTORS, INC.

BD
CRD#: 19541
BETHESDA, MD
Past

October 23, 1998 - March 29, 2004

CALVERT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 37527
BETHESDA, MD
Past

May 5, 1998 - September 21, 1998

ALLFIRST BROKERAGE CORPORATION

BD
CRD#: 17531
BALTIMORE, MD

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/12/2023)
RR
Alaska
(10/12/2023)
RR
Arizona
(10/12/2023)
RR
Arkansas
(10/12/2023)
RR
California
(10/12/2023)
RR
Colorado
(10/12/2023)
RR
Connecticut
(10/12/2023)
RR
Delaware
(10/12/2023)
RR
District of Columbia
(10/12/2023)
RR
Florida
(10/12/2023)
RR
Georgia
(10/12/2023)
RR
Hawaii
(10/12/2023)
RR
Idaho
(10/12/2023)
RR
Illinois
(10/12/2023)
RR
Indiana
(10/12/2023)
RR
Iowa
(10/12/2023)
RR
Kansas
(10/12/2023)
RR
Kentucky
(10/12/2023)
RR
Louisiana
(10/12/2023)
RR
Maine
(10/12/2023)
RR
Maryland
(10/6/2023)
RR
Massachusetts
(10/12/2023)
RR
Michigan
(10/12/2023)
RR
Minnesota
(10/12/2023)
RR
Mississippi
(10/12/2023)
RR
Missouri
(10/12/2023)
RR
Montana
(10/12/2023)
RR
Nebraska
(10/12/2023)
RR
Nevada
(10/12/2023)
RR
New Hampshire
(10/12/2023)
RR
New Jersey
(10/12/2023)
RR
New Mexico
(10/12/2023)
RR
New York
(10/12/2023)
RR
North Carolina
(10/12/2023)
RR
North Dakota
(10/12/2023)
RR
Ohio
(10/12/2023)
RR
Oklahoma
(10/12/2023)
RR
Oregon
(10/12/2023)
RR
Pennsylvania
(10/12/2023)
RR
Puerto Rico
(10/12/2023)
RR
Rhode Island
(10/12/2023)
RR
South Carolina
(10/12/2023)
RR
South Dakota
(10/12/2023)
RR
Tennessee
(10/12/2023)
RR
Utah
(10/12/2023)
RR
Vermont
(10/12/2023)
RR
Virginia
(10/12/2023)
RR
Washington
(10/12/2023)
RR
West Virginia
(10/12/2023)
RR
Wisconsin
(10/12/2023)
RR
Wyoming
(10/12/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 5/28/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


PD
PROFUNDS DISTRIBUTORS, INC.
CONCORD FINANCIAL GROUP, INC. | PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541 / SEC#: , 8-37601

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
7272 Wisconsin Ave. 21st Floor, Bethesda, MD 20814-6527
Mailing Address
7272 Wisconsin Ave. 21st Floor, Bethesda, MD 20814-6527
Phone number
(240) 497-6400
Established
Delaware since 12/22/1986
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
PROFUND ADVISORS LLCSOLE SHAREHOLDER109585
COHEN, STEVEN BRIANPRESIDENT2737221
FRYE, VICTOR MORSECHIEF COMPLIANCE OFFICER1253717
MORONEY, NOELLEFINOP/TREASURER/PRINCIPAL FINANCIAL OFFICER/PRINCIPAL OPERATIONAL OFFICER6582471
MORRIS, RICHARD FRANCISCHIEF LEGAL OFFICER5097044

Disclosures


Regulatory Event1

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


PROFUNDS DISTRIBUTORS, INC.

CRD#: 19541Bethesda, MD 20814

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