Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kaufman is an Investment Advisor Representative at Maslow Wealth Advisors in Austin, TX. Daniel has been in the financial industry since 2022 and holds the Series 65 license. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, selection of other advisors, and portfolio management for pooled investment vehicles. Daniel has experience working with individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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.
Consulting
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.
% of assets under other management
1
2
TX
06/13/2022 - Present
Maslow Wealth Advisors (AUSTIN TX)
IA
Issued 06/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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