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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 Cavise is a financial advisor with Gladstone Wealth Partners. Daniel has been in the industry since 2006 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Daniel's firm provides a variety of advisory services, including financial planning, portfolio management, and retirement planning.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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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2
NJ
05/12/2016 - Present
Gladstone Wealth Partners (Red Bank NJ)
NJ
08/28/2015 - 05/04/2016
FIRST ALLIED SECURITIES, INC. (Fair Haven NJ)
NY
01/15/2008 - 09/01/2015
ROYAL ALLIANCE ASSOCIATES, INC. (GARDEN CITY NY)
NJ
03/01/2007 - 01/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
DC
08/10/2005 - 10/03/2006
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
BOTH
Issued 03/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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