Unclaimed
Daniel R Zufall is a registered representative of Park Avenue Securities LLC in Scottsdale, Arizona. Daniel has been in the financial services industry since 2014. Daniel is a Series 7 and 66 licensed representative. Daniel is also a registered investment advisor representative in Arizona, Georgia, Minnesota and Texas. Daniel specializes in providing financial advice to individuals, corporations, and trusts. In addition to his work at Park Avenue Securities LLC, Daniel is also a residential mortgage broker.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
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
MN
06/27/2023 - Present
Park Avenue Securities LLC (Sleepy Eye MN)
BOTH
Issued 04/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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