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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Christenson is a financial advisor registered with Sandbox Financial Partners, LLC. He is also registered as an investment advisor representative in Massachusetts and Pennsylvania. Daniel has been in the financial services industry since 2014. Daniel's experience includes working at Kelly Financial Services and Northwestern Mutual. He has a Series 65 license, the Uniform Investment Adviser Law Examination, and has been working with clients since 2019. Daniel specializes in providing financial planning and portfolio management services for individuals and businesses. He is also a licensed investment advisor representative in Massachusetts and Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
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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MD
06/17/2022 - Present
Sandbox Financial Partners, LLC (BETHESDA MD)
IA
Issued 07/10/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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