Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Marcelo DeAnda is a registered Investment Advisor Representative with MGB Wealth Management, LLC. Daniel has been in the financial industry since 2011 and has experience working with high net worth individuals, charitable organizations, and pension and profit sharing plans. Daniel holds Series 63, Series 65, and Series 6TO licenses. He is also a graduate of the Securities Industry Essentials Exam. Daniel is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals. Prior to joining MGB Wealth Management, LLC, Daniel worked at Purshe Kaplan Sterling Investments and 49 Financial.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
03/08/2024 - Present
MGB Wealth Management, LLC (ADDISON TX)
TX
10/08/2021 - 01/21/2022
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
IA
Issued 01/31/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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