Unclaimed
Daniel Samson is a registered investment advisor representative with Berger Financial Group. Daniel has been in the financial services industry since 2014 and has been registered with Berger Financial Group since 2023. Daniel has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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VT
10/17/2024 - Present
Berger Financial Group (South Burlington VT)
Active
Inactive
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