Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ambroskiewicz is a financial advisor at MAI Capital Management, LLC. Daniel has been in the financial industry for over 5 years and holds a Series 65 and Series 7TO license. Daniel also works as a financial service associate for Treloar & Heisel, LLC. Daniel has experience working with individuals, families, and businesses. Daniel is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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
PA
08/14/2024 - Present
MAI Capital Management, LLC (New Castle PA)
NJ
10/17/2019 - 07/01/2020
EQUITABLE ADVISORS, LLC (CHERRY HILL NJ)
IA
Issued 12/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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