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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Sklar is an investment advisor representative at Fourstar Wealth Advisors, LLC. Dan has been in the industry since 2000 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Dan holds the Series 63, 66, and 7 licenses as well as the SIE exam. Dan also has experience working with clients of various types including high-net-worth individuals, corporations, and individuals other than high-net-worth. Dan's firm is headquartered in Chicago, IL and has offices in Dallas, TX.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
05/10/2024 - Present
Fourstar Wealth Advisors, LLC (CHICAGO IL)
TX
12/13/2023 - 02/21/2024
CETERA ADVISOR NETWORKS LLC (ADDISON TX)
TX
02/10/2015 - 12/22/2023
UBS FINANCIAL SERVICES INC. (PLANO TX)
TX
07/21/2005 - 02/23/2015
CHARLES SCHWAB & CO., INC. (DALLAS TX)
IL
10/01/2003 - 07/25/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IN
06/18/2002 - 06/10/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/18/2002 - 06/10/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
02/07/2000 - 06/13/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/07/2000 - 06/13/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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