Daniel Seder, Cfa, Cmt, Cfp® Email and Phone Number
Daniel Seder, Cfa, Cmt, Cfp® work email
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Daniel Seder, Cfa, Cmt, Cfp® personal email
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Executives of publicly traded companies with highly concentrated positions in company stock can feel like they are both exposed and missing out on opportunities. Dan helps these executives strategically sell company stock so they feel confident that they have a structure in place that puts them, and not the volatile stock market, in control.Dan’s goal is to help executives: - Know their blackout periods: Gain a full understanding of restrictions when trading company stock. - Implement a 10b5-1 plan: Sell stock at predetermined price levels. - Diversify the proceeds: Reinvest into a portfolio that aligns with their financial plan.Dan has been active in the financial services industry for over twenty years. He is a Chartered Financial Analyst (CFA), a Chartered Market Technician (CMT) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. He is an active member of the investment committee at Blue Chip Partners, Inc.Dan graduated with a B.A. from the University of Michigan, where he was a four-year member of the varsity wrestling team. He is the former President of the CFA Society of Detroit, a member of CFA Institute and has served as an instructor for the Stalla CFA Exam review program.
Blue Chip Partners
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Owner And Partner, Independent Investment Advisor RepresentativeBlue Chip PartnersDetroit, Mi, Us -
Owner/Partner, Independent Investment Advisor RepresentativeBlue Chip Partners Jun 2005 - PresentFarmington Hills, Mi, UsBlue Chip Partners, LLC (Blue Chip) is a privately-owned, registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip provides comprehensive financial planning and investment management services to high net worth individuals and families. We strive to help our clients get the most life out of their wealth, and to be a great place to work for our employees. Our team of financial advisors has the knowledge and experience necessary to create a customized financial plan that meets your unique needs. On staff, Blue Chip has multiple CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® designations, Certified Public Accountants, Chartered Market Technician® designations and licensed attorneys (Michigan). Blue Chip’s equity investment management approach focuses on owning individual, high-quality “blue chip” businesses that are dividend growers and/or industry leaders in their respective sectors. Owning individual equities can reduce costs as compared to the typical advisory relationship and provides more opportunities for our team to manage portfolios in a tax-efficient manner. In addition, when clients understand the businesses that they own, we have seen increased comfort to take risk and to stay invested when market volatility occurs. While we do use third-party asset managers for the international stock and bond allocation of the portfolio, we utilize low-cost offerings with an emphasis on strategic diversification. Our investment process is driven by a centralized, in-house investment department and committee that support our financial advisors. Advisors at Blue Chip have developed specific expertise as it relates to the needs of corporate executives with concentrated stock positions, professionals, and those nearing retirement. Please visit our website at www.bluechippartners.com for more information. Delegate Confidently™ with Blue Chip Partners, an equal opportunity employer. -
Registered RepresentativeRaymond James Jun 2005 - Feb 2017St. Petersburg, Florida, Us -
Registered RepresentativeNew England Financial Apr 2002 - Jun 2005Boston, Ma, Us
Daniel Seder, Cfa, Cmt, Cfp® Education Details
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University Of MichiganOrganizational Studies
Frequently Asked Questions about Daniel Seder, Cfa, Cmt, Cfp®
What company does Daniel Seder, Cfa, Cmt, Cfp® work for?
Daniel Seder, Cfa, Cmt, Cfp® works for Blue Chip Partners
What is Daniel Seder, Cfa, Cmt, Cfp®'s role at the current company?
Daniel Seder, Cfa, Cmt, Cfp®'s current role is Owner and Partner, Independent Investment Advisor Representative.
What is Daniel Seder, Cfa, Cmt, Cfp®'s email address?
Daniel Seder, Cfa, Cmt, Cfp®'s email address is ds****@****ers.com
What is Daniel Seder, Cfa, Cmt, Cfp®'s direct phone number?
Daniel Seder, Cfa, Cmt, Cfp®'s direct phone number is +124884*****
What schools did Daniel Seder, Cfa, Cmt, Cfp® attend?
Daniel Seder, Cfa, Cmt, Cfp® attended University Of Michigan.
What are some of Daniel Seder, Cfa, Cmt, Cfp®'s interests?
Daniel Seder, Cfa, Cmt, Cfp® has interest in Golf, Running, Hunting.
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