Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Koenig is an investment advisor representative with Fisher Investments. Daniel has been in the industry for over 20 years. Daniel is a registered investment advisor representative in Texas. Daniel's previous employment includes positions with Pruco Securities, LLC, Saybrus Equity Services, Inc., Allstate Financial Services, LLC, WS Griffith Securities, Inc., American General Securities Incorporated, Guardian Investor Services Corporation, Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, Inc. Daniel is also a licensed securities agent in Texas. Daniel is also an Investment Advisor Representative for Fisher Investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
02/06/2018 - Present
Fisher Investments (PLANO TX)
NJ
03/10/2016 - 01/29/2018
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
10/03/2013 - 03/01/2016
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
TX
08/20/2007 - 10/18/2013
ALLSTATE FINANCIAL SERVICES, LLC (HOUSTON TX)
CT
09/01/2000 - 10/01/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
AZ
11/27/1996 - 09/08/2000
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
05/18/1995 - 04/03/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
05/26/1994 - 03/17/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
06/07/1993 - 03/17/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 02/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Koenig is the right advisor for you? Invested Better is here to help.
