Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Koenig is a financial advisor at SVB Wealth. Daniel Koenig holds a Series 65 license and is registered to provide investment advice in New York. Daniel Koenig has been working in the financial industry for over nine years. Daniel Koenig has previous experience at Morgan Stanley and Silicon Valley Bank. Daniel Koenig is passionate about helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Planned giving, family office, wealth planning
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.
1
2
MA
09/15/2022 - Present
SVB Wealth (Boston MA)
IA
Issued 09/15/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Daniel Koenig is the right advisor for you? Invested Better is here to help.
