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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 Newman is an investment advisor representative at Orba Wealth Advisors, LLC. Daniel has been in the financial industry since 2007. Daniel is licensed to provide investment advisory services in Illinois and Texas. Daniel holds the Series 6, Series 63, and Series 65 licenses. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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IL
07/29/2024 - Present
Orba Wealth Advisors, LLC (CHICAGO IL)
IL
07/09/2007 - 11/12/2007
FIRST INVESTORS CORPORATION (LIBERTYVILLE IL)
IA
Issued 12/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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