Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Foraker is a registered representative with Realta Investment Advisors, Inc., in Wilmington, Delaware. Daniel has been in the securities industry since June 2006. Daniel is also a registered investment advisor representative in Delaware and Texas. Daniel has a wide range of experience in the industry and is qualified to provide investment advice in a number of areas. Daniel's experience and credentials make him a valuable resource for investors looking for investment advice and guidance.
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.
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.
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2
DE
11/29/2021 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
MA
07/13/2022 - 05/10/2023
DAVINCI CAPITAL MANAGEMENT, INC. (CAMBRIDGE MA)
MD
02/26/2019 - 03/12/2020
MORGAN STANLEY & CO. LLC (BALTIMORE MD)
DE
01/25/2008 - 02/12/2019
CAPITAL ONE INVESTING, LLC (WILMINGTON DE)
DE
06/08/2006 - 11/26/2008
ING DIRECT SECURITIES INC. (WILMINGTON DE)
IA
Issued 07/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2021
Series 4 - Registered Options Principal Examination
BC
Issued 09/12/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/02/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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