Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Touserkani is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has worked in the financial services industry since 2016. Daniel is registered with the state of California and holds the Series 63, Series 26, Series 7 and SIE licenses. Daniel has experience working with a wide range of clients, including high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and insurance companies. Daniel also provides investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/31/2024 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CA
04/05/2024 - 05/22/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
11/01/2022 - 11/02/2023
OCM INVESTMENTS, LLC (LOS ANGELES CA)
CA
12/13/2021 - 01/31/2022
LPL FINANCIAL LLC (ENCINO CA)
CA
06/07/2021 - 01/27/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
04/02/2019 - 04/16/2021
FARMERS FINANCIAL SOLUTIONS, LLC (Westlake Village CA)
CA
12/06/2016 - 04/08/2019
LPL FINANCIAL LLC (CHATSWORTH CA)
BC
Issued 09/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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