Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Mesa is a registered investment advisor representative (IAR) with Beacon Global Advisor Network, LLC. Daniel has been in the industry since 2015 and is licensed to provide investment advice in Florida and Texas. Daniel's firm specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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.
Percentage of qualified plan assets, solicitor fees
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2
GA
08/10/2023 - Present
Beacon Global Advisor Network, LLC (ATLANTA GA)
IA
Issued 06/13/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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