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 Kaschmitter is an investment advisor representative at Raymond James & Associates, Inc. Daniel has been in the financial services industry since May 1994. Daniel has a Series 7, Series 63, and Series 65 license. Previously, Daniel was registered with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Daniel is also the owner/proprietor of a single-family rental home.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
UT
11/12/2019 - Present
Raymond James & Associates, Inc. (COTTONWOOD HEIGHTS UT)
UT
07/01/2003 - 11/18/2019
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
NY
05/11/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/06/1994 - 05/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 05/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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