Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sobol is an investment advisor representative at Corient, based in Nokomis, FL. Daniel has been in the industry since 1997, and holds Series 65 and Series 2 licenses. Daniel's specializations include portfolio management for businesses and individuals. Daniel is also an investment advisor representative for Corient Services LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
12/22/2022 - Present
Corient (Nokomis FL)
IA
Issued 06/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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