Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Martin-noboru Ward is a financial advisor at Vanderbilt Advisory Services. Daniel has been working in the financial services industry since March 5, 2015. The advisor holds the Series 66, Series 7 and SIE licenses and is registered in Hawaii, California and Utah. Daniel provides portfolio management for businesses and individuals, as well as financial planning services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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HI
07/14/2020 - Present
Vanderbilt Advisory Services (Honolulu HI)
HI
08/13/2018 - 07/14/2020
BANKOH INVESTMENT SERVICES, INC. (KAILUA HI)
HI
02/25/2015 - 08/03/2018
EDWARD JONES (HONOLULU HI)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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