linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Felix Shvartsman

Associated Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Felix Shvartsman

Daniel Shvartsman is a financial professional with over 17 years of experience in the industry. Daniel has been with Associated Investment Services, Inc. since 2006. Daniel is a registered representative in Arizona, California, Florida, Georgia, Illinois, Michigan, Nevada, Ohio, Texas, and Wisconsin, holding Series 66, Series 7, and SIE licenses. Daniel works with individuals, corporations, and charitable organizations. Daniel specializes in providing financial planning services, selection of other advisors, and portfolio management. Daniel is a dedicated financial professional who is committed to helping clients achieve their financial goals.

Firm Information

Daniel Shvartsman is currently registered with Associated Investment Services, Inc.. Associated Investment Services, Inc., is a Corporation based in GREEN BAY, WI, that was formed on 1923-03-23. The firm provides financial planning and portfolio management for individuals, as well as selection of other advisers. They also offer mutual fund wrap services. Associated Investment Services, Inc. has a total of 862,552,767 regulatory assets under management, which include 4,578 non-discretionary accounts.
Associated Investment Services, Inc.

433 MAIN STREET

GREEN BAY, WI 54301-5114

$862.55M

Assets Under Management

Not reported

Total Clients

61

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

mutual fund wrap

Mutual fund wrap

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Shvartsman’s Registration & Firm History

WI

05/23/2006 - Present

Associated Investment Services, Inc. (PORT WASHINGTON WI)

MN

01/26/2005 - 03/14/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/26/2005 - 03/14/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Daniel Felix Shvartsman is right for you?

Licenses & Designations

BOTH

Issued 12/07/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Felix Shvartsman.
Not sure if Daniel Felix Shvartsman is right for you?