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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 Edward Tabash is a financial advisor with Saxony Capital Management, LLC. Daniel has been in the industry since 2000. Daniel holds a variety of licenses including Series 3, 7, 10, 14, 24, 26, 39, 52, 63, 66, 82 and 99. Daniel specializes in providing financial advice to individuals, high-net-worth individuals, corporations and charitable organizations. Daniel also provides portfolio management services. Saxony Capital Management, LLC, provides advisory services for businesses and individuals.
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.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
MO
01/22/2015 - Present
Saxony Capital Management, LLC (SAINT LOUIS MO)
MO
09/09/2008 - 08/20/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
07/21/2000 - 08/27/2008
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 05/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/05/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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