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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Itzhaki is an Investment Advisor Representative, registered with the state of California. Daniel is currently employed by Tamar Securities, LLC and has been with the firm since April 2020. Daniel has been in the industry since August 2017 and has earned the Series 65 license. Daniel specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel has experience working with clients in the areas of alternative investments and professional alliance network.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Alternative investments & professional alliance network
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Tamar Securities, LLC (WOODLAND HILLS CA)
IA
Issued 01/07/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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