Unclaimed
Daniel Carter is a financial advisor with Fort Washington Investment Advisors Inc., where he has been employed since May 2000. Daniel holds the Series 3 exam and has a Chartered Financial Analyst designation. Daniel has worked in the industry since 2000. Daniel has a current, active registration in Ohio. Daniel has a history of specializing in portfolio management for individuals, businesses, pooled investment vehicles, and investment companies.
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.
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.
Sub-advisory
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.
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2
OH
05/15/2006 - Present
Fort Washington Investment Advisors Inc. (CINCINNATI OH)
BC
Issued 03/10/2015
Series 3 - National Commodity Futures Examination
Active
Inactive
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