Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Allen Bramschreiber is a financial advisor with Great Point Advisors, LLC. Daniel has been in the industry since July 4, 1997. Daniel holds the Series 63, Series 65, Series 7, Series 24, and SIE exams. Daniel is registered in Arizona, Colorado, Florida, Illinois, Indiana, Minnesota, South Carolina, Texas, and has an Investment Advisor representative registration in Texas. Previously, Daniel was affiliated with Arque Capital, LTD., Fox & Company Investments Inc., Questar Capital Corporation, and USAllianz Securities, Inc. Daniel is also affiliated with DAB Wealth Management.
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.
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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2
IL
01/10/2022 - Present
Great Point Advisors, LLC (CHICAGO IL)
TX
09/23/2008 - 10/20/2020
ARQUE CAPITAL, LTD. (PLANO TX)
TX
12/04/2006 - 12/04/2008
FOX & COMPANY INVESTMENTS INC. (PLANO TX)
TX
12/01/2006 - 12/11/2006
QUESTAR CAPITAL CORPORATION (PLANO TX)
TX
03/19/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (PLANO TX)
AZ
05/22/1997 - 02/03/2004
FOX & COMPANY INVESTMENTS INC. (SCOTTSDALE AZ)
IA
Issued 01/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
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