Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Korleski is an investment advisor representative with Cobalt Private Wealth LLC. Daniel has been with Cobalt Private Wealth LLC since 2013. He is registered with the state of Colorado and Texas as an investment advisor representative. Daniel holds the Series 63, 65 and 66 securities licenses as well as the Series 7. Daniel has 30 years of experience in the financial industry. Daniel specializes in providing financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
04/08/2021 - Present
Cobalt Private Wealth LLC (COLORADO SPRINGS CO)
CA
01/01/2005 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
FL
05/28/1991 - 04/10/1995
FIRST INVESTMENTS OF THE SOUTH, INC. (FT. WALTON BEACH FL)
IA
Issued 02/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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