DB
Daniel S. Buermann
CLARENDON INSURANCE AGENCY
Waltham, MA 02451
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CRD#: 4422947
DB
Professional summary
Daniel Stephen Buermann is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Waltham, Massachusetts.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2001. Daniel has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Daniel Stephen Buermann'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®
NoneExperience
Current
May 28, 2015 - Present
CLARENDON INSURANCE AGENCY, INC.
Office #1: 230 3rd Avenue 6th Floor, Waltham, MA 02451BD
CRD#: 7395
Waltham, MA
Past
May 21, 2013 - January 2, 2015
CLARENDON INSURANCE AGENCY, INC.
BD
CRD#: 7395
WALTHAM, MA
Past
September 14, 2006 - May 23, 2013
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 5496
WELLESLEY HILLS, MA
Past
August 14, 2001 - October 24, 2003
KEYPORT FINANCIAL SERVICES CORP.
BD
CRD#: 8127
WELLESLEY HILLS, MA
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(11/15/2019)
RR
Alaska(11/15/2019)
RR
Arizona(11/15/2019)
RR
Arkansas(11/15/2019)
RR
California(11/15/2019)
RR
Colorado(11/15/2019)
RR
Connecticut(11/15/2019)
RR
Delaware(11/15/2019)
RR
District of Columbia(11/15/2019)
RR
Georgia(11/15/2019)
RR
Hawaii(11/15/2019)
RR
Idaho(11/15/2019)
RR
Illinois(11/15/2019)
RR
Indiana(11/15/2019)
RR
Iowa(11/15/2019)
RR
Kansas(11/15/2019)
RR
Kentucky(11/15/2019)
RR
Louisiana(11/15/2019)
RR
Maine(11/15/2019)
RR
Maryland(11/15/2019)
RR
Massachusetts(5/28/2015)
RR
Michigan(11/15/2019)
RR
Minnesota(11/15/2019)
RR
Mississippi(11/15/2019)
RR
Missouri(11/15/2019)
RR
Montana(11/15/2019)
RR
Nebraska(11/15/2019)
RR
Nevada(11/15/2019)
RR
New Hampshire(11/15/2019)
RR
New Mexico(11/15/2019)
RR
New York(11/15/2019)
RR
North Carolina(11/15/2019)
RR
North Dakota(11/15/2019)
RR
Ohio(11/15/2019)
RR
Oklahoma(11/15/2019)
RR
Oregon(11/15/2019)
RR
Pennsylvania(11/15/2019)
RR
Rhode Island(11/15/2019)
RR
South Carolina(11/15/2019)
RR
South Dakota(11/15/2019)
RR
Tennessee(11/15/2019)
RR
Texas(11/15/2019)
RR
Utah(11/15/2019)
RR
Vermont(11/15/2019)
RR
Virginia(11/15/2019)
RR
Washington(11/15/2019)
RR
West Virginia(11/15/2019)
RR
Wisconsin(11/15/2019)
RR
Wyoming(11/15/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CLARENDON INSURANCE AGENCY, INC.
CLARENDON INSURANCE AGENCY, INC. | GEORGE E. MADEN | EMAC TRADING LLC
CRD#: 7395 / SEC#: , 8-21590
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
230 3rd Ave 6th Floor, Waltham, MA 02451
Mailing Address
230 3rd Ave 6th Floor, Waltham, MA 02451
Phone number
(781) 790-8600
Established
Massachusetts since 03/04/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (50 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CLARENDON INSURANCE AGENCY, INC.
CRD#: 7395Waltham, MA 02451TRUST BUT VERIFY
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