Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel George Kleinschuster is an active investment advisor representative, registered with &partners and UBS FINANCIAL SERVICES INC. Daniel George Kleinschuster has been in the industry since 2000 and is licensed in 29 states. Daniel George Kleinschuster holds Series 31, Series 7, and Series 63 licenses and has a strong focus on providing financial planning and portfolio management services for individuals, businesses, and institutional clients. Daniel George Kleinschuster is registered with both FINRA and the SEC and has specialized expertise in providing a broad range of financial services including investment management, retirement planning, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
VA
07/19/2024 - Present
&partners (Glen Allen VA)
VA
01/12/2007 - 07/30/2024
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
VA
07/06/2000 - 01/16/2007
WACHOVIA SECURITIES, LLC (RICHMOND VA)
IA
Issued 07/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Kleinschuster is the right advisor for you? Invested Better is here to help.
