Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ziskin is a financial advisor with Planmember Securities Corp. in Manhattan Beach, California. Daniel has been in the financial industry since 1977 and has a wide range of experience. He holds the Series 7, Series 63, Series 65, and SIE licenses. Daniel also holds the Certified Financial Planner designation. His firm, Planmember Securities Corp., is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides investment advisory services to individuals, businesses, and charitable organizations. Planmember Securities Corp. manages approximately $8.3 billion in assets.
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.
Provides investment supervisory 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.
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
07/31/2001 - Present
Planmember Securities Corp. (MANHATTAN BEACH CA)
CA
12/03/1998 - 01/21/2000
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
AZ
01/20/1996 - 11/19/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
12/10/1993 - 12/31/1995
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
11/03/1993 - 01/01/1994
RAYMOND-MARTIN FINANCIAL INC.
NA
08/09/1993 - 09/25/1993
YAEGER SECURITIES, INC.
NY
07/14/1992 - 09/03/1993
WESTERN CAPITAL FINANCIAL GROUP (NEW YORK NY)
NA
06/25/1992 - 09/25/1992
RAYMOND-MARTIN FINANCIAL INC.
NV
04/30/1991 - 06/19/1992
FINANCIAL WEST GROUP (RENO NV)
NA
12/23/1989 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
NA
03/07/1990 - 04/30/1991
FINANCIAL WEST INVESTMENT GROUP
NA
03/20/1989 - 12/23/1989
FIRST AMERICA EQUITIES CORP.
NA
02/03/1988 - 07/31/1989
VEN*PAC FINANCIAL WEST GROUP
NA
02/05/1986 - 02/01/1988
C. L. MCKINNEY & CO., INC.
NA
09/04/1985 - 03/04/1986
TITAN CAPITAL CORPORATION
NA
01/31/1985 - 08/16/1985
UNITED RESOURCES FINANCIAL
NA
04/21/1978 - 09/24/1984
SECURITY FIRST FINANCIAL, INC.
NA
08/15/1972 - 01/13/1974
SABOT SHAW INC
NA
11/06/1972 - 04/20/1973
PHILLIP A MICHAEL SECURITIES, INC.
NA
08/08/1972 - 09/30/1972
KENNETH BOVE & CO., INC.
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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