Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schiff is a financial advisor working with KCD Financial, Inc. in SAN JOSE, CA. Daniel has been in the financial services industry since 1987. Daniel holds Series 63, 26, 7, 52, and SIE licenses. Daniel has been registered with the state of California since 1/3/2007. Daniel's current registrations are active in 5 states: California, Colorado, North Carolina, Oregon, and Texas. The firm's clients include individuals, both high-net-worth and other individuals. The firm offers a variety of advisory services, including financial planning, portfolio management for individuals, 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A portion of fees paid to 3rd party advisors
1
2
CA
01/03/2007 - Present
KCD Financial, Inc. (SAN JOSE CA)
CA
05/01/1989 - 01/04/2007
LINSCO/PRIVATE LEDGER CORP. (SAN JOSE CA)
NA
08/13/1987 - 05/10/1989
AGFC INVESTMENT SECURITIES
NA
06/23/1987 - 09/03/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
09/09/1982 - 02/14/1983
CALIFORNIA MUNICIPAL INVESTORS, INC.
BC
Issued 05/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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