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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 Diehl is an Investment Advisor Representative with Fisher Investments. Daniel has been working in the financial industry since May 2011. Daniel is licensed in Florida and Texas and is currently active in both states. Daniel is also a licensed independent insurance agent and devotes a small amount of time each week to selling life insurance and annuities. Daniel's previous experience includes roles with Caelestibus Wealth Management, CS Planning Corp, CACI, Vertical Vision Financial Marketing, and G & L Financial Planning. Daniel has expertise in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
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.
Portfolio assessment
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.
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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TX
03/12/2024 - Present
Fisher Investments (PLANO TX)
IA
Issued 01/14/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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