Our Qualifications

DANIEL M. ABELSON, CFP^®                                                   

CERTIFIED FINANCIAL PLANNER™

EDUCATION:

Boston University (Boston, MA), Business Administration

College for Financial Planning (Denver, CO) CFP Professional Education Program

FINANCIAL SERVICES BACKGROUND:

Abelson & Company, LLC, Owner, (Registered Investment Advisor)

Walnut Street Securities, Inc. (Broker/Dealer & Registered Investment Advisor)

Registered Representative & Investment Advisor Representative, 8/2003 to present

Abelson & Company, LLC, Owner, (Registered Investment Advisor)

Nathan & Lewis Securities, Inc. (Broker/Dealer & Registered Investment Advisor)

Registered Representative & Investment Advisor Representative, 5/1999 to 7/2003

Abelson, Emser, Zamboni & Co. Inc., President, (Registered Investment Advisor)

Nathan & Lewis Securities, Inc. (Broker/Dealer)

Registered Representative, 12/1990 to 5/1999

IDS Financial Services (American Express Financial Advisors Inc.)

Personal Financial Planner, 1/1987 to 12/1990

PROFESSIONAL AFFILIATIONS:

Institute of Certified Financial Planners, member 1991 to 1999

International Association for Financial Planners, member 1986 to 1999

Financial Planning Association, member 2000 to present

Financial Planning Counselors of Western New York, member 2000 to present

LICENSES:

FINRA Series 6, 9/86; FINRA Series 63, 9/86; FINRA Series 7, 6/88; FINRA Series 65, 1/99; Life, Health & Accident Insurance, 1986; CFP^® Certification, 11/90

Daniel M. Abelson is a registered representative and financial advisor of, and offers securities and investment advisory services through Walnut Street Securities, Inc. (WSS) Member This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.FINRA/This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.SIPC, a registered investment advisor.  Financial Planning services are offered through Abelson & Company, LLC a registered invesment Advisor.  Abelson & Company, LLC is not an affiliate of WSS.