Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Arthur Essman is a financial advisor with Dimensional Fund Advisors LP, having joined the firm in June 2011. Daniel has a strong track record of success in the financial services industry, holding Series 7, Series 24, and Series 66 licenses, and he is also a Certified Financial Planner. Daniel has been registered with the state of Texas since January 5, 2015 and holds active licenses in all 50 states. Daniel is a dedicated and experienced professional who is committed to providing his clients with the highest level of service.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
01/05/2015 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 11/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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