Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Roy Ranfeld is a financial advisor registered in 12 states and with the Financial Industry Regulatory Authority (FINRA). Daniel has been in the industry since August 18, 2000, with experience at Concourse Financial Group Securities, Inc. and Intersecurities, Inc.. Concourse Financial Group Securities, Inc. is a registered broker-dealer and investment advisor that provides financial services to a variety of clients, including individuals, families, businesses, and institutions. The firm offers a range of financial products and services, including investment management, financial planning, and retirement planning. Daniel's expertise in financial planning and investment management, coupled with his experience in the industry, makes him well-equipped to help 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.
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.
1
2
CO
11/26/2001 - Present
Concourse Financial Group Securities, Inc. (Castle Rock CO)
FL
08/18/2000 - 11/29/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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