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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jon Trumbower is an Investment Advisor Representative with MAI Capital Management, LLC. Daniel Jon Trumbower is also a Registered Representative in Maryland, Texas, and Virginia. Daniel Jon Trumbower has been in the industry since 2002. Daniel Jon Trumbower is a Certified Financial Planner and specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles. Previously, Daniel Jon Trumbower worked at Waddell & Reed, Inc., Halpern Financial, Inc., and Trumbower Financial Advisors, 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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
VA
10/11/2024 - Present
MAI Capital Management, LLC (Ashburn VA)
KS
01/24/2002 - 02/18/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 06/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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