Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Burbach is an active investment advisor representative with UBS Financial Services Inc., based in Westlake Village, CA. Daniel joined UBS Financial Services Inc. in 2008, and before that, worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED for over 14 years. Daniel has a strong history in the financial industry, starting in 1994. Daniel is a Series 7, 31, 63, and 65 licensed professional and holds the SIE designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
11/21/2008 - Present
UBS Financial Services Inc. (WESTLAKE VILLAGE CA)
CA
06/07/1994 - 11/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
IA
Issued 06/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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