Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel MacHnik is an investment advisor representative with Avantax Advisory Services. Daniel has been in the financial services industry since July 16, 2006. Daniel holds the Series 7, Series 66 and SIE securities licenses and is registered in Arizona, California, Florida, Illinois, Michigan, Pennsylvania, Texas and Virginia. Daniel works with high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, and individuals other than high-net-worth. Daniel provides financial planning, investment management, and other advisory services. Daniel is also involved with the Willis & Machnik Financial Services, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
MI
01/25/2024 - Present
Avantax Advisory Services (JACKSON MI)
BOTH
Issued 08/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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