Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Blake Newberg is a financial advisor with Berkeley Capital Partners, LLC. Daniel is a Certified Financial Planner™ professional. He provides financial planning, portfolio management, and selection of other advisers services to individuals, businesses, and pooled investment vehicles. Daniel has been in the financial industry for over 17 years and has experience with a variety of financial products and services. Daniel is committed to providing his clients with the highest quality financial advice and service.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
08/20/2015 - Present
Berkeley Capital Partners, LLC (MILTON GA)
GA
08/21/2015 - 12/31/2016
TRIAD ADVISORS, INC. (Norcross GA)
GA
07/10/2009 - 08/25/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORCROSS GA)
GA
06/01/2009 - 07/30/2009
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
03/30/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
IA
Issued 04/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Newberg is the right advisor for you? Invested Better is here to help.
