Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Fienberg is a financial advisor with over 20 years of experience in the industry. Daniel currently works at Wells Fargo Clearing Services, LLC, where they are a registered representative. Prior to joining Wells Fargo Clearing Services, LLC, Daniel was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel has a strong track record of success in helping individuals and families reach their financial goals. They are a Certified Financial Planner and has extensive experience in portfolio management, financial planning, and investment consulting. Daniel is committed to providing personalized service to each of their clients and works closely with them to develop customized financial plans that meet their individual needs.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/06/2015 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
11/10/2003 - 04/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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