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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Anthony Hill is a registered Investment Advisor Representative in Washington. Daniel Anthony Hill is currently employed by Coldstream Wealth Management in Mercer Island, Washington. Daniel Anthony Hill has been in the industry for a short time and has a Series 65 license. Daniel Anthony Hill has experience working in various roles, including Shanghai Disney Resort, Hill Chemical, Full-time education, Merriman Wealth Management, and Coldstream Wealth Management. Daniel Anthony Hill is also the owner and sole employee of The Cranky Mac, LLC, a small bakery business.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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WA
10/19/2023 - Present
Coldstream Wealth Management (Mercer Island WA)
IA
Issued 10/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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