Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Friedlander is a financial advisor registered with United Planners' Financial Services Of America A Limited Partner. Daniel has been in the industry since 1994, and has a background in various financial services including insurance, real estate and tax preparation. Daniel has also worked with Waterstone Financial Group, Inc., Tower Square Securities, Inc., Nathan & Lewis Securities, Inc., and Reliastar Financial Marketing Corp. Daniel specializes in retirement planning, investment planning, college planning, estate planning and insurance planning.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
1
2
FL
08/31/2009 - Present
United Planners' Financial Services OF America A Limited Partner (MELBOURNE FL)
FL
08/15/2005 - 08/24/2009
WATERSTONE FINANCIAL GROUP, INC. (MELBOURNE FL)
CA
10/02/1998 - 08/15/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
11/18/1994 - 10/01/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
WA
10/19/1994 - 11/21/1994
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Friedlander is the right advisor for you? Invested Better is here to help.
