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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 J. Yuftczak is an investment advisor representative with Onedigital Investment Advisors. Daniel has been in the financial services industry for over 11 years. Daniel holds the Series 6, 7, 24, 63, and 66 licenses. Daniel specializes in retirement planning, investment advisory services, and portfolio management. In the past, Daniel worked for T. Rowe Price Investment Services, Inc., Montgomery Retirement Plan Advisors, and Fidelis Fiduciary Management.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
08/09/2023 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
FL
08/04/2008 - 07/18/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 04/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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