Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Maurer is an Investment Advisor Representative at Mercer Global Advisors Inc. Daniel has been in the industry since August of 2018 and has his Series 65 license. Daniel is registered to offer investment advisory services in Colorado and has expertise in several areas including portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, and educational seminars.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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CO
10/15/2018 - Present
Mercer Global Advisors Inc. (DENVER CO)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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