Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Toman is a financial advisor at Mariner Wealth, located in Sacramento, CA. Daniel has been in the financial services industry for over 20 years, with previous experience at Commonwealth Financial Network, Financial Telesis Inc, Foothill Securities, Inc., and E*TRADE Securities LLC. Daniel holds the Series 7, Series 63 and SIE licenses. Daniel's specialties include retirement planning, investment planning, and estate planning. He is also a Certified Financial Planner.
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.
Family office services
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
CA
01/09/2024 - Present
Mariner Wealth (Sacramento CA)
CA
08/12/2014 - 12/31/2023
COMMONWEALTH FINANCIAL NETWORK (Sacramento CA)
CA
10/17/2008 - 08/15/2014
FINANCIAL TELESIS INC (SACRAMENTO CA)
CA
11/18/2005 - 10/15/2008
FOOTHILL SECURITIES, INC. (SACRAMENTO CA)
NJ
12/16/2002 - 12/06/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BC
Issued 12/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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