Our Qualifications

     

DANIEL M. ABELSON, CFP®
CERTIFIED FINANCIAL PLANNER™ professional
 

 

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)

Cetera Advisor Networks LLC. (Broker/Dealer & Registered Investment Advisor)

Registered Representative & Investment Advisor Representative, 8/2013 to present

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

Cetera Advisors Network (Broker/Dealer & Registered Investment Advisor)

Registered Representative & Investment Advisor Representative, 8/2003 to 8/2013

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

REGISTRATIONS & LICENSES:

Series 6, 9/86; Series 63, 9/86;Series 7, 6/88; 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 Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and, 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 Cetera Advisor Networks.