Daniel Reitz Email and Phone Number
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Daniel Reitz personal email
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Integration of Investment Excellence & Risk Management to create outcome oriented strategies. I utilize state of the art technology and 36+ years of personal experience. I am associated with one of the finest teams in the industry. If you are skeptical, I understand.If you are intrigued, please reach out. My personal cell# is 610-217-1655 (voice only.)Daniel Reitz is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham, NY 12110, 518-608-4608. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Daniel Reitz is licensed to sell securities in PA, NJ & FL and insurance-licensed in PA, NJ & FL. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC140095(0224)3
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Financial AdvisorThoroughbred Advisors Feb 2024 - PresentLatham, New York, Us
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Financial AdvisorNational Financial Network Jul 2022 - Jan 2024New York, New York, Us -
Financial AdvisorEagle Strategies, Llc Jul 2018 - Jul 2022New York, Ny, UsFinancial Adviser offering investment advisory services through Eagle Strategies, LLC A Registered Investment Adviser. -
Financial AdvisorBlu Door Financial Jul 2018 - Jun 2022Providing quality financial strategies, and offering insurance and financial services, and employee benefits to businesses and individuals.
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AgentNew York Life Insurance Company Jul 2018 - Jun 2022New York, New York, UsAgent licensed to sell insurance through New York Life Insurance Company -
Financial Services ProfessionalNylife Securities Llc Jul 2018 - Jun 2022Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A licensed Insurance Agency. -
Financial Advisor - StifelStifel Financial Corp. Nov 2017 - Jun 2018Stifel is home to one the industry's largest U.S. equity research platforms. Our equity research has ranked in the top ten in the Thomson Reuters Analyst Awards for eleven consecutive years (includes Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel). For more information about the Thomson Reuters StarMine Analyst Awards, see www.stifel.com/research.Our parent company, Stifel Financial Corp., has been publicly traded on the NYSE since 1983 (symbol – “SF”) and was listed in Fortune magazine's 100 fastest growing companies in 2009 and 2010.
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Financial AdvisorCuso Financial Services, Lp Jun 2017 - Nov 2017San Diego, Ca, UsFinancial Services advice to members of The Pennsylvania State Employees Credit Union -
Financial AdvisorPrivate Advisor Group Jan 2017 - Jun 2017Morristown, Nj, Us -
Financial AdvisorLpl Financial Dec 2016 - Jun 2017Private Wealth Management
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Financial AdvisorBeirne Wealth Consulting Services, Llc (Bwc) Jan 2014 - Nov 2016Shelton, Ct, UsInstitutional and Individual Investment Consulting -
Vice President InvestmentsMorgan Stanley Jun 2009 - Jan 2014Institutional and Individual Investment Consulting
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Vice President InvestmentsSmith Barney (A Unit Of Citigroup Global Markets) Jul 1993 - Jun 2009
Daniel Reitz Education Details
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Furman UniversityEconomics And Finance -
Davidson College
Frequently Asked Questions about Daniel Reitz
What company does Daniel Reitz work for?
Daniel Reitz works for Thoroughbred Advisors
What is Daniel Reitz's role at the current company?
Daniel Reitz's current role is Charting the financial future of successful people and businesses..
What is Daniel Reitz's email address?
Daniel Reitz's email address is da****@****ies.com
What is Daniel Reitz's direct phone number?
Daniel Reitz's direct phone number is +161021*****
What schools did Daniel Reitz attend?
Daniel Reitz attended Furman University, Davidson College.
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