Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Carter is a registered Investment Advisor Representative with Safeguard Investment Advisory Group, LLC. Daniel has been in the financial services industry since 2014, specializing in portfolio management for individuals and businesses. Daniel is also an insurance agent and holds a Series 65 license. Daniel specializes in providing financial planning, portfolio management and other advisory services. The advisor's firm, Safeguard Investment Advisory Group, LLC, is a registered investment advisor based in Corona, California.
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.
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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CA
09/29/2015 - Present
Safeguard Investment Advisory Group, LLC (Oxnard CA)
IA
Issued 06/11/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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