Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Moisand is a financial advisor who has been in the industry since 1991. Daniel is currently registered with Moisand Fitzgerald Tamayo, LLC and has a Series 7, 24, 63, and 65. Daniel is a Certified Financial Planner™ professional and specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Daniel has over 30 years of experience in the financial services industry and has a strong commitment to helping his clients achieve 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.
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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2
FL
01/09/2003 - Present
Moisand Fitzgerald Tamayo, LLC (Orlando FL)
SC
12/08/1997 - 06/27/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
08/12/1991 - 12/23/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/12/1991 - 12/23/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/30/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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