Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Garfin is an investment advisor representative with Kestra Advisory Services, LLC. Daniel has been in the financial services industry since 2003. Daniel is registered with the state of California and has passed the Series 6, Series 7, Series 63, and Series 65 examinations. Daniel is a Chartered Financial Consultant and specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals. Daniel is also registered with NFPCA Insurance Services Inc and is a property owner and landlord.
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.
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.
1
2
CA
04/18/2016 - Present
Kestra Advisory Services, LLC (Pleasant Hill CA)
CA
10/25/2004 - 09/09/2005
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OR
06/18/2003 - 10/22/2004
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IA
Issued 06/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Garfin is the right advisor for you? Invested Better is here to help.
