Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel John Genter is a financial professional with over 35 years of experience in the industry. Daniel has held several positions at various financial institutions, including Genter Capital Management, Genter Advisors LLC, GRAND DISTRIBUTION SERVICES, LLC, MULTIPLE FINANCIAL SERVICES, INC., FORESIDE FUND SERVICES, LLC, QUASAR DISTRIBUTORS, LLC, FIRST FUND DISTRIBUTORS, INC., and MIDVALE SECURITIES CORPORATION. Daniel is currently an investment advisor representative for Genter Capital Management and Genter Advisors LLC. Daniel provides financial advisory services to individuals, corporations, and other entities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Provide model portfolio recommendations to other investment advisers.
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.
A percentage of the total value of assets under management is charged.
One time initial set-up fee of $250
1
2
CA
10/04/2001 - Present
Genter Capital Management (LOS ANGELES CA)
WI
02/23/2010 - 12/31/2012
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
CA
06/12/2006 - 09/26/2007
MULTIPLE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
ME
11/04/2002 - 12/31/2005
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
ME
10/04/2001 - 10/02/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
03/24/1997 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NA
08/21/1985 - 08/08/1997
MIDVALE SECURITIES CORPORATION
IA
Issued 04/12/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1993
Series 2 - Non-Member General Securities Examination
BC
Issued 08/20/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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