Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Katai is an investment advisor representative at Vanguard Advisers, Inc. Daniel has been in the financial services industry since 2008. Daniel holds Series 6, 7 and 63 licenses and is a Certified Financial Planner. Daniel is registered to provide investment advice in 53 states and the District of Columbia. The Vanguard Group, Inc. is the parent company of Vanguard Marketing Corporation and Vanguard Advisers, Inc.
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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AZ
10/01/2019 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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