Dan Tisser, CFA
B.S. in Accounting with a concentration in Finance
Binghamton University – School of Management
Registrations and Licenses:
Series 7, Series 63, Life and Health
Chartered Financial Analyst (CFA)
Dan Tisser, a graduate of the School of Management, Binghamton University, joined Allied Wealth Partners in June of 2019 after working most recently with BNP Paribas Asset Management as an Investment Specialist. In this role, Dan managed and performed activities to provide high quality service to clients, as well as spearheaded the business development and relationship building activities with prospects. Prior to that, Dan was a Fixed Income Client Service and Business Development Analyst with the firm where he supported client service and business development efforts for various fixed income products. With his support, the unit experienced an increase of over $6 billion in assets under management.
Along with a Bachelor of Science in Accounting and a concentration in Finance, Dan has earned the designation of Chartered Financial Analyst (CFA) and holds the FINRA, Series 7 and 63 registrations, and Life and Health license. As a member of the Allied Wealth Partner’s team, he will be working out of the Uniondale office, assisting Director of Investments, Stuart Goldberg as an Investment Specialist.
Born and raised in Rhode Island, Dan is an avid fan of New England and Boston sports teams. He currently resides in Babylon, New York with his wife Danielle.
Dan Tisser is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Tracking 2622044 DOFU 6/2019