Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Goldstein is a Certified Financial Planner with over 25 years of experience in the financial services industry. Daniel is currently registered as an Investment Advisor Representative with Daniel Goldstein, CFP in Centerport, NY. Daniel is also a Registered Representative with Kirlin Securities Inc. in Syosset, NY.
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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NY
03/27/2023 - Present
Daniel Goldstein, CFP (CENTERPORT NY)
NY
04/15/1996 - 06/05/1996
KIRLIN SECURITIES INC. (SYOSSET NY)
BC
Issued 04/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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