Unclaimed
Daniel Kierath is a financial advisor with Missionsquare Retirement in Atlanta, Georgia. He has been in the financial industry for over 2 years. Daniel is registered with the state of Georgia as a Registered Investment Advisor. Daniel has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). He also has a Series 6TO and SIE license. Daniel previously worked at PFS Investments Inc.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
08/23/2023 - Present
Missionsquare Retirement (Atlanta GA)
GA
04/01/2021 - 08/21/2023
PFS INVESTMENTS INC. (SMYRNA GA)
IA
Issued 01/27/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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