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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 Sonntag is an investment advisor representative at Vanguard Advisers, Inc. Daniel is a Certified Financial Planner™ professional and has been in the industry since 2014. Daniel is registered in Arizona, New Mexico, and Texas. Daniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Daniel offers financial planning and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
03/01/2021 - Present
Vanguard Advisers, Inc. (Scottsdale AZ)
BC
Issued 08/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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