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Daniel John Reinwald

Avantax Investment Services, Inc.

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About Daniel John Reinwald

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.

Firm Information

Daniel Reinwald is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daniel Reinwald’s Registration & Firm History

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

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel John Reinwald.
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