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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 Romanow is an Investment Advisor Representative at Capital Group Private Client Services, Inc. located in Los Angeles, California. Daniel joined the firm in July 2021, bringing over 18 years of experience in the financial industry. Previously, Daniel worked at Sanford C. Bernstein & Co., LLC in New York, NY from September 2003 to March 2012. Daniel holds a Series 31, Series 63 and Series 66. Daniel is also a Certified Financial Planner™. The firm offers investment advisory services to individuals, businesses, charitable organizations, pooled investment vehicles, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
NY
09/04/2003 - 03/16/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 4/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 9/3/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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