Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Mavraides is an investment advisor representative at Rebalance LLC. Daniel has been in the industry since December 2014. Daniel has a Series 65 license and is registered with the state of California. Daniel is also a registered investment advisor representative with INbalance Advisors, LLC and Evoke Advisors. Daniel's firm, Rebalance LLC, provides financial planning, portfolio management for individuals, and pension consulting services to clients.
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.
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
09/03/2024 - Present
Rebalance LLC (Los Angeles CA)
IA
Issued 03/18/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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