Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dean Ross is a financial advisor with over 20 years of experience in the industry. He holds the Series 6, 7, 63, 65, and SIE licenses and is also a Certified Financial Planner. Daniel has worked for several firms throughout his career, including Liberty Wealth Management, LLC, Liberty Group, LLC, and 1st Global Capital Corp. Daniel currently is an advisor with Liberty Wealth Management, LLC. Daniel provides financial planning and investment management services to individuals, families, businesses, and retirement plans. Daniel also provides tax advice and accounting services to individuals and businesses through his CPA firm, Dan Ross CPA APC. Daniel's specialization areas include portfolio management, retirement planning, estate planning, and tax planning.
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.
Third-party management program
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.
Third-party management program
1
2
CA
05/18/2022 - Present
Liberty Wealth Management, LLC (OAKLAND CA)
CA
06/18/2008 - 09/09/2020
LIBERTY GROUP, LLC (ROSEVILLE CA)
CA
07/20/2007 - 06/13/2008
1ST GLOBAL CAPITAL CORP. (GOLD RIVER CA)
CA
06/01/2005 - 07/31/2007
AXA ADVISORS, LLC (GOLD RIVER CA)
NY
12/02/2003 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
01/30/2003 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
TX
01/12/1999 - 01/14/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 02/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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