Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel K. Krauskopf is a financial advisor with Raymond James Financial Services Advisors, Inc. Daniel has been in the industry since November 2008. Daniel is registered with the state of Michigan and Texas, and is a CERTIFIED FINANCIAL PLANNER™. In addition to his role at Raymond James Financial Services Advisors, Inc., Daniel is also an independent contractor for Beacon Wealth Group, an agent for Eschels Financial Group and a member of the finance/investment committee for Saint Christopher. Daniel has a broad range of experience in the financial services industry, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
11/08/2019 - Present
Raymond James Financial Services Advisors, Inc. (MARYSVILLE MI)
MI
11/20/2008 - 10/07/2014
EDWARD JONES (MARYSVILLE MI)
BOTH
Issued 12/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Krauskopf is the right advisor for you? Invested Better is here to help.
