Dan Stieh
ASSOCIATE
Greenville, NC
“Strive not to be a success, but rather to be of value”
Originally from Lebanon, NJ, Dan graduated from East Carolina University with a Bachelor of Science in Economics with a minor in Business. He also earned his Master of Business Administration with a concentration in Finance from East Carolina University. He was previously a Loan Officer for a Direct Lender and held mortgage licenses in NC, SC, and VA.
Dan began working with his current broker-dealer, now Equitable Advisors, in December 2015. His current licenses include life, health, long-term care insurance and FINRA Series 6, Series 7, Series 63, and Series 65.
Dan is actively involved with East Carolina's Alumni Association, the Pirate Club and the Knights of Columbus. He also volunteers with other local non-profits. Outside of volunteering and work, Dan enjoys fishing, golf, and mountain biking. He is also a musician, and from time to time can be found playing live in uptown Greenville.
Focus
Financial Planning
Asset Allocation
Wealth Accumulation & Retirement Planning
Employee Benefit, Pension Plans & 401(K) Implementation
You deserve the peace of mind that Sound Partners provides.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5453094.1 (3/23) (Exp. 3/27)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.