Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Karlsberg is a financial advisor with Cambridge Investment Research Advisors, Inc. Daniel is licensed in Arizona and Texas and has been in the financial services industry since 2012. He is registered to provide investment advice and to sell securities. Daniel has a strong background in financial planning and portfolio management. Daniel is a Series 66 and Series 7 licensed representative. Daniel also holds the SIE designation. Daniel has a diverse client base, including individuals, high-net-worth individuals, and corporations. Daniel's approach to financial planning is based on a thorough understanding of client needs and goals. Daniel works closely with clients to develop personalized strategies that are designed to help them achieve their financial objectives. Daniel has a strong reputation in the financial services industry. In addition to his work with Cambridge Investment Research Advisors, Inc., Daniel is also the President of Freedom Trail Financial.
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.
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.
Solicitation fees from 3rd party money managers
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2
AZ
07/26/2022 - Present
Cambridge Investment Research Advisors, Inc. (Marana AZ)
AZ
09/01/2021 - 12/20/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Marana AZ)
AZ
04/11/2018 - 04/22/2019
KOVACK SECURITIES INC. (Marana AZ)
AZ
10/29/2012 - 10/20/2017
EDWARD JONES (MARANA AZ)
BOTH
Issued 01/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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