Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel David Sands is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Dunham & Associates Investment Counsel, Inc. and has previously worked with GENEOS WEALTH MANAGEMENT, INC. and ASSOCIATED SECURITIES CORP. Daniel holds a Series 7, Series 24 and Series 66 license. Daniel has a Certified Financial Planner designation. Daniel specializes in providing financial advice to individuals, corporations, and investment companies. Daniel's areas of expertise include asset allocation, financial planning, and portfolio management.
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.
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.
Strategic management for diversified investment portfolios.
Asset-allocation services
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.
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2
CA
10/02/2019 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
CA
11/15/2006 - 09/11/2019
GENEOS WEALTH MANAGEMENT, INC. (Tustin CA)
CA
09/20/2000 - 11/15/2006
ASSOCIATED SECURITIES CORP. (IRVINE CA)
BOTH
Issued 10/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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