Daniel Adler CFP®
Regional Director at Prudential Financial- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Syracuse-Auburn Area
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Experience
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Prudential Financial
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United States
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Financial Services
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700 & Above Employee
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Regional Director
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Aug 2023 - Present
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Financial Advisor at The Prudential Insurance Company of America
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Aug 2014 - Present
A Financial Advisor• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
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Education
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2010 - 2014
Oneonta
Bachelor of Science - BS, Finance
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