Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Andres Eberhardt Guzman is an investment advisor representative at Microvest Capital Management LLC. Daniel has been working in the financial services industry since 2020. Daniel is licensed to provide investment advice in Maryland. Daniel holds the Series 66, Series 7TO and SIE licenses. Prior to joining Microvest Capital Management LLC, Daniel worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manassas, Virginia. Daniel is also a member of Activist Project, LLC, a business that designs and sells apparel online.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MD
06/06/2023 - Present
Microvest Capital Management LLC (BETHESDA MD)
VA
02/24/2022 - 08/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASSAS VA)
BOTH
Issued 03/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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