Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robinson is a financial professional with over 15 years of experience in the industry. Daniel is registered with Principal Securities, Inc. and holds a Series 7, Series 6, Series 63 and Series 65 licenses. Daniel is also a Certified Financial Planner and a Chartered Financial Consultant. Daniel provides financial planning, investment management, pension consulting and educational seminars. Daniel is registered in multiple states, including California, Texas, Arizona, Colorado, Hawaii, Michigan, Montana, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Virginia and Washington.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
CA
03/25/2022 - Present
Principal Securities, Inc. (SAN JOSE CA)
IA
Issued 09/15/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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