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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 Nowak is an investment advisor representative. Daniel has been in the industry since June 2016 and has experience working with various clients, including high-net-worth individuals and charitable organizations. Daniel currently works for IEQ Capital, LLC in Foster City, CA. Their services include financial planning, pension consulting, and selection of other advisors. They focus on portfolio management for individuals and businesses. Daniel holds a Series 65 license and has previously worked at several other financial institutions including First Republic Investment Management, Inc., Ernst & Young, LLP and Arcis Golf.
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.
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CA
06/11/2019 - Present
IEQ Capital, LLC (FOSTER CITY CA)
IA
Issued 06/30/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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