Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kleiner is an investment advisor representative at Ally Invest Advisors. Daniel has been in the financial services industry since 2011. Daniel is registered with the state of Texas. Daniel has passed the Series 66, Series 63, Series 7TO, and SIE exams. Daniel is a specialist in providing financial planning and portfolio management services. Daniel has experience working with high-net-worth individuals, as well as with individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
03/27/2023 - Present
Ally Invest Advisors (CHARLOTTE NC)
BOTH
Issued 03/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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