Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rastegar panah is a registered investment advisor representative at Vanguard Advisers, Inc. Daniel joined Vanguard Advisers, Inc. in June 2022. Daniel holds Series 7TO, SIE and Series 66 licenses. Daniel specializes in providing financial planning, selection of other advisers, and portfolio management services for individuals, businesses, and pooled investment vehicles. Daniel is also registered in the state of Texas as an Investment Advisor Representative.
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.
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
TX
07/18/2024 - Present
Vanguard Advisers, Inc. (PLANO TX)
BOTH
Issued 08/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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