Unclaimed
Daniel Reinwald is a financial professional with over 30 years of experience in the industry. He is currently registered with Avantax Investment Services, Inc. in California. Daniel has held previous positions at several other firms including Chalice Capital Partners, LLC, Kestra Investment Services, LLC, LPL Financial LLC, Kinecta Financial & Insurance Services, LLC, Saybrus Equity Services, Inc, NYLife Securities LLC, Allstate Financial Services, LLC, MML Investors Services, Inc., Mutual of Omaha Investor Services, Inc., Waddell & Reed, Inc., Park Avenue Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Integrated Resources Equity Corporation and First Investors Corporation. Daniel is licensed to sell securities in California and has passed the Series 6, 7, 26, 63 and 65 exams.
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.
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.
1
2
CA
05/26/2020 - Present
Avantax Investment Services, Inc. (Irvine CA)
CA
09/20/2018 - 10/22/2019
CHALICE CAPITAL PARTNERS, LLC (Costa Mesa CA)
CA
01/03/2018 - 07/31/2018
KESTRA INVESTMENT SERVICES, LLC (DIAMOND BAR CA)
CA
04/01/2016 - 05/18/2017
LPL FINANCIAL LLC (MANHATTAN BEACH CA)
CA
06/06/2016 - 04/28/2017
KINECTA FINANCIAL & INSURANCE SERVICES, LLC (WOODLAND HILLS CA)
CT
06/10/2015 - 01/06/2016
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
CA
03/14/2012 - 06/05/2015
NYLIFE SECURITIES LLC (IRVINE CA)
CA
05/27/2010 - 10/03/2011
ALLSTATE FINANCIAL SERVICES, LLC (HUNTINGTON BEACH CA)
CA
11/13/2006 - 06/03/2009
MML INVESTORS SERVICES, INC. (NEWPORT BEACH CA)
CA
09/09/2003 - 11/16/2006
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IRVINE CA)
KS
01/14/2002 - 08/11/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
01/13/2000 - 01/08/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
02/25/1989 - 12/22/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/25/1989 - 12/22/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
08/13/1987 - 02/06/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/03/1985 - 08/29/1987
FIRST INVESTORS CORPORATION
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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