Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rojas is a CERTIFIED FINANCIAL PLANNER™ professional with over five years of experience in the financial services industry. Daniel has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. Daniel is committed to helping clients achieve their financial goals through a personalized approach that considers their unique circumstances and aspirations. Daniel is currently affiliated with Cerity Partners LLC. Before joining Cerity Partners LLC, Daniel worked at Charles Schwab & Co., Inc. Daniel holds the Series 7, Series 66, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IN
06/13/2024 - Present
Cerity Partners LLC (INDIANAPOLIS IN)
NJ
11/15/2017 - 05/21/2022
CHARLES SCHWAB & CO., INC. (Morristown NJ)
BOTH
Issued 12/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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