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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Davidian is a financial advisor with Western International Securities, Inc. Daniel has been in the industry since June 27, 2011. Daniel is licensed in California, New Jersey and Texas. Daniel has experience working with high-net-worth individuals, corporations, charitable organizations, and pension plans. Daniel provides financial planning, portfolio management, and educational seminars to his clients.
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
CA
12/21/2023 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
10/01/2012 - 02/24/2017
J.P. MORGAN SECURITIES LLC (SIMI VALLEY CA)
CA
06/27/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTHRIDGE CA)
BOTH
Issued 07/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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