Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Turnwald is a financial advisor at Cambridge Investment Research Advisors, Inc. Daniel has been working in the financial industry since January 4, 2023. Daniel is licensed in Ohio and holds the Series 66, Series 7TO, and SIE exams. Daniel is also an independent insurance agent for various independent insurance companies. Daniel's specializations include asset allocation, investment strategies, retirement planning, insurance planning, college planning, and estate planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
11/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Ottawa OH)
OH
01/05/2023 - 11/02/2023
OSAIC WEALTH, INC. (Ottawa OH)
BOTH
Issued 01/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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