Unclaimed
Daniel Brownsberger is a financial advisor with Firstrust, based in Daytona Beach, Florida. Daniel has been in the industry since 1989 and has experience working with a variety of clients, including high-net-worth individuals, pension plans, and other businesses. Daniel offers a range of financial planning and investment management services, including portfolio management, pension consulting, 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.
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.
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.
1
2
FL
01/02/2025 - Present
Firstrust (DAYTONA BEACH FL)
FL
03/22/1999 - 04/15/1999
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
TX
03/23/1999 - 04/12/1999
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
MA
04/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
02/03/1995 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
01/25/1994 - 02/03/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
CT
02/13/1989 - 03/02/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
02/13/1989 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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