Unclaimed
Daniel Costello is a registered investment advisor representative with the Tschetter Group, located in Bellevue, WA. Daniel has been in the industry since August 2012. Daniel holds the Series 66, 7TO, 99TO, SIE, and 7 licenses as well as the Series 24 principal license. Daniel specializes in providing investment advisory services for individuals, corporations, and pooled investment vehicles. Daniel also offers financial planning services.
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.
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
WA
03/29/2022 - Present
Tschetter Group (BELLEVUE WA)
WA
03/06/2013 - 11/06/2020
EK RILEY INVESTMENTS, LLC (SEATTLE WA)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/05/2013
Series 99 - Operations Professional Examination
Active
Inactive
Not sure Daniel Costello is the right advisor for you? Invested Better is here to help.