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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel L. Mezzera is an Investment Advisor Representative at Gerber Kawasaki Wealth & Investment Management. Daniel holds the Series 65 license and is registered with California. Daniel has over 13 years of experience in the financial services industry. Daniel also provides accounting services through GK Tax and Accounting. Daniel specializes in providing financial advice to individuals, families, and businesses. The firm has offices in Santa Monica.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Third-party advisory fees
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CA
04/17/2021 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
IA
Issued 04/17/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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