Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cassell is an Investment Advisor Representative with Bakeravenue. Daniel has a Series 65 license and is registered in California. Daniel has been in the industry since November 2007 and has experience working at Bingham, Osborn & and Baker Avenue Asset Management. Daniel specializes in providing financial planning, educational seminars, portfolio management for individuals, publication of periodicals and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
10/06/2015 - Present
Bakeravenue (SAN FRANCISCO CA)
IA
Issued 10/19/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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