Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel C. Matoske is a financial advisor with over 16 years of experience in the industry. Daniel has worked at several firms, including Wells Fargo Clearing Services, LLC, KMS Financial Services, Inc., and Securities America, Inc. Currently, Daniel is registered as a Registered Representative with Osaic Advisory Services, LLC, based out of their Atlanta, GA office. Daniel has passed both the Series 66 and Series 7 exams and has a strong record of providing financial advice and services to clients. Daniel's specializations include providing investment advisory services via TD Ameritrade/Schwab. The advisory services offered include financial planning, pension consulting, educational seminars, and selection of other advisers. Daniel has a strong understanding of various investment products and services and is committed to helping 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.
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.
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
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LEWISTON ID)
ID
05/23/2017 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (LEWISTON ID)
ID
01/01/2008 - 05/02/2017
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
ID
09/24/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOISE ID)
BOTH
Issued 03/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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