Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel King is a financial advisor currently registered with Kingswood Wealth Advisors, LLC. Daniel's career in the financial services industry began on August 17, 2011. Daniel holds several licenses including the Series 63, Series 65, Series 7, and SIE. Daniel has experience working with a variety of clients including individuals, businesses, insurance companies, charitable organizations, and pension plans.
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.
Hourly consulting
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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CA
07/07/2022 - Present
Kingswood Wealth Advisors, LLC (San Diego CA)
NY
05/19/2023 - 08/21/2023
KINGSWOOD CAPITAL PARTNERS, LLC (New York NY)
NY
02/23/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (New York NY)
NY
11/30/2016 - 02/21/2019
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
03/30/2015 - 12/05/2016
LEGEND SECURITIES, INC. (Melville NY)
NY
03/13/2015 - 03/20/2015
TRYCO SECURITIES, INC. (Melville NY)
NY
08/08/2011 - 03/13/2015
BROOKVILLE CAPITAL PARTNERS (Melville NY)
IA
Issued 06/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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