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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 Ben Haber is a financial advisor with Evoke Advisors. Daniel is a registered Investment Advisor Representative (IAR) in Arkansas, California, Colorado, Idaho, Indiana, New Jersey, New York, Ohio, South Dakota, Texas and Wyoming. Daniel has been in the industry since August 2015. Daniel's previous employment was with OneAmerica Securities, Inc.. Daniel has experience in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for individuals and portfolio management for pooled investment vehicles.
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.
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.
Administrtive service, financial planning, and sub-advisory fees
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CA
10/09/2023 - Present
Evoke Advisors (LOS ANGELES CA)
IN
08/24/2015 - 08/30/2023
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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