Daniel R Kress

Current Employers

Employment History

• 11/2016 → 11/2018
  Sii
  Albany, NY
• 05/2015 → 11/2016
  Kress Financial Services
  Erie, PA
• 11/2018 → Present
  Osaic Wealth, Inc.
  Erie, PA

Other Businesses

1. KRESS FINANCIAL - INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/21/2017 ADDRESS: 2205 West Grandview Blvd., Erie PA 16506, United States DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance 2. AUTISM SOCIETY-NORTHWESTERN PENNSYLVANIA POSITION: Support Board Member NATURE: 501c3 Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2024 ADDRESS: 3308 State Street, Erie PA 16508, United States DESCRIPTION: Support Member, primarily giving my input on how to organize events and being there to help through donation of time. None of responsibilities will involve helping firm determine how to spend the money at all. Goal is to help relay my knowledge of structure with running events and relaying information in organized manner. They have specifically excluded my voting rights to not include any part of financial accounts or budget spending. Taking myself as representative on the account as well and will not interact. 3. KRESS FINANCIAL SERVICES POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/21/2017 ADDRESS: 2205 West Grandview Blvd., Erie PA 16506, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products

Exams

• S66 Uniform Combined State Law Examination
  2018-07-02

Designations

Other Names

• Dan R Kress