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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 Pavia is a registered investment advisor representative at Frost Investment Advisors, LLC. Daniel's primary business is providing investment advisory services. Daniel is registered with the state of Texas. Daniel is a registered Investment Advisor representative with 3 years of experience. Daniel also has experience working at Red Wing Boots and St. Edwinds University. Daniel has Series 65 license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Provide models to 3rd parties and receive asset-based fees
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TX
10/01/2019 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
IA
Issued 10/01/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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