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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Romanow is a financial advisor registered with Capital Group Private Client Services, Inc. Daniel has been in the financial services industry since 2003 and holds Series 7, 31, 63, and 66 securities licenses, and the Certified Financial Planner designation. Daniel's previous experience includes working for Sanford C. Bernstein & Co., LLC. Daniel Romanow specializes in providing advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
NY
09/04/2003 - 03/16/2012
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 04/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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