Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ferszt is an Investment Advisor Representative with Empower Advisory Group, LLC. Daniel has been in the securities industry for 20 years. Daniel is registered to provide investment advice in 52 states. Daniel also holds a Series 65 license. Prior to joining Empower Advisory Group, LLC, Daniel was registered with ICON DISTRIBUTORS, INC., OLD MUTUAL INVESTMENT PARTNERS, CHARLES SCHWAB & CO., INC., MORGAN STANLEY DW INC., OPPENHEIMERFUNDS DISTRIBUTOR, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CO
07/14/2016 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
08/16/2010 - 01/03/2012
ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)
CO
04/20/2007 - 07/27/2009
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
CO
03/07/2006 - 03/09/2007
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
NY
03/24/2005 - 01/02/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/09/2002 - 03/30/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
05/26/2000 - 08/19/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Ferszt is the right advisor for you? Invested Better is here to help.
