Daniel Haverkos
Builder, of relationships
- Role
- Executive Board Member at The Cause, Inc
- Location
- State College, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Daniel Haverkos
At age 38, in 2017, I sold my financial advisory company. Since then, I’ve been pouring…
Experience
Executive Board Member
Mar 2019 — Present
Education
University of Richmond
BA, Business and Leadership
1997 — 2001
Skills
- Retirement Plan Consulting
- Wealth Management
- Investments
- Series 7
- Fiduciary Management
- Oversight
- Defined Benefit
- Investment Management
- Investment Advisory
- Pensions
- Retirement
- Strategic Financial Planning
- Erisa
- Asset Allocation
- Mutual Funds
- 401k
- Series 6
- Series 63
- Retirement Planning
- Finra
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