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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 Jerome Vistica is an Investment Advisor Representative associated with Vistica Wealth Advisors, LLC. Daniel Vistica has been in the industry for a number of years, and holds the Series 65 license. Daniel Vistica is registered with the state of California and the state of Texas. The firm has a main office in Carlsbad, CA. Vistica Wealth Advisors, LLC primarily provides financial planning services to individuals and pension consulting. They also offer other investment advisory services including the selection of other advisors. The firm manages approximately $103 million in regulatory assets.
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.
A percentage of the total value of assets under management is charged.
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CA
03/20/2015 - Present
Vistica Wealth Advisors, LLC (CARLSBAD CA)
IA
Issued 03/20/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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