Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Oliver is an Investment Advisor Representative with Orgel Wealth Management, LLC. Daniel is registered with the state of Wisconsin. Daniel has 1 state exam, the Uniform Investment Adviser Law Examination. Daniel also has previous experience working with Fries Financial Group, UBS Financial Services - The Burish Group and more. Daniel is affiliated with Orgel Wealth Management, LLC, which has a total of 31 employees, including investment advisor representatives, registered representatives, and investment advisory professionals.
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.
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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WI
12/13/2018 - Present
Orgel Wealth Management, LLC (ALTOONA WI)
IA
Issued 12/13/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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