Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Harvey is an investment advisor representative at DH Asset Management, LLC. Daniel has over 15 years of experience in the financial services industry. Daniel holds the Series 7, Series 65 and Series 66 licenses. Daniel has been registered with the state of Texas since 2019. Prior to joining DH Asset Management, LLC, Daniel was a financial advisor at UBS Financial Services Inc. Daniel's primary focus is portfolio management for 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.
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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TX
05/23/2019 - Present
DH Asset Management, LLC (PARKER TX)
NJ
11/19/2003 - 10/25/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 05/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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