Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel H. Kolber is a registered representative with Intellivest Securities, Inc. and Intellivest Securities Research, Inc. Daniel H. Kolber has been in the industry since August 11, 1985, and has experience in providing financial planning, security ratings, and publication of periodicals. Daniel H. Kolber is also the owner of Intellivest Securities Research, Inc. that produces securities research.
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.
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.
1
2
GA
05/30/2008 - Present
Intellivest Securities, Inc. (RIVERDALE GA)
GA
05/21/2002 - 07/02/2010
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
GA
01/28/1999 - 01/26/2001
INTELLIVEST SECURITIES, INC. (RIVERDALE GA)
CA
10/13/1999 - 11/01/1999
ASHTIN KELLY & CO. (SAN FRANCISCO CA)
GA
02/23/1998 - 09/13/1999
FOUR SEASONS SECURITIES, INC. (AUGUSTA GA)
GA
08/10/1987 - 10/15/1997
JACKSON SECURITIES INCORPORATED (ATLANTA GA)
NA
06/05/1986 - 04/06/1987
NORWICH SECURITIES CORPORATION
NA
06/11/1984 - 04/10/1985
SWANTON SECURITIES, INC.
NA
09/25/1981 - 09/21/1983
ENERGY CENTER SECURITIES INC.
IA
Issued 03/21/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 02/01/1990
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/03/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/17/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Kolber is the right advisor for you? Invested Better is here to help.
