Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Harold Bolda is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Daniel has been in the financial services industry for over 35 years. Daniel has been registered with Cambridge Investment Research Advisors, Inc. since 2017. Previously, Daniel was registered with Commonwealth Financial Network, Intersecurities, Inc., and Royal Maccabees Securities Company. Daniel has a Series 7, 63, and 24 license. Daniel is also a Certified Financial Planner. Daniel provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans. Daniel also provides insurance services as a licensed insurance agent.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MI
01/17/2017 - Present
Cambridge Investment Research Advisors, Inc. (Farmington Hills MI)
MI
05/17/2007 - 01/17/2017
COMMONWEALTH FINANCIAL NETWORK (FARMINGTON HILLS MI)
MI
07/13/1998 - 05/23/2007
INTERSECURITIES, INC. (FARMINGTON HILLS MI)
FL
11/07/1996 - 05/05/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MI
09/23/1991 - 06/13/1996
ROYAL MACCABEES SECURITIES COMPANY (SOUTHFIELD MI)
NY
04/28/1989 - 09/19/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
01/23/1986 - 05/05/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 01/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Bolda is the right advisor for you? Invested Better is here to help.
