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Daniel Pascu

Daxmar Advisors

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About Daniel Pascu

Daniel Pascu is an investment advisor representative with Daxmar Advisors. Daniel has been in the industry since 2017. Daniel is registered with the state of Georgia. Daniel specializes in providing financial planning and portfolio management services to individuals. Daniel is also registered as an investment advisor representative with Edward Jones, a previous employer.

Firm Information

Daniel Pascu is currently registered with Daxmar Advisors. Daxmar Advisors is an investment advisor registered with the SEC. They have 1 investment advisory function, providing financial planning, educational seminars, and portfolio management for individuals. Daxmar Advisors manages $401,000 in assets for 2 clients. They offer advisory services through their website, HTTP://WWW.DAXMAR.COM.

$401,000

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Pascu’s Registration & Firm History

GA

07/06/2018 - Present

Daxmar Advisors (BUFORD GA)

MO

02/22/2017 - 05/24/2017

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 03/11/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Pascu.
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