Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Seletsky is a financial advisor with over 2 years of experience in the industry. Daniel is registered with Charles Schwab & Co., Inc. in Florida and Pennsylvania. Daniel has passed the Series 66, Series 7TO and SIE exams. Daniel currently holds a Series 66 license, and is also registered as an Investment Advisor Representative in Florida. Daniel works with individuals, families, and businesses to help them reach their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
11/29/2023 - Present
Charles Schwab & CO., Inc. (West Palm Beach FL)
BOTH
Issued 09/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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