Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Brant Segal is an investment advisor representative with Linden Thomas Advisory Services, LLC, a firm based in Charlotte, North Carolina. Daniel holds the Chartered Financial Analyst designation. Daniel has a diverse background in financial services. Prior to joining Linden Thomas Advisory Services, Daniel worked at The Hartford in Hartford, Connecticut.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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NC
07/15/2024 - Present
Linden Thomas Advisory Services, LLC (CHARLOTTE NC)
Active
Inactive
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