Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Spector-Franson is a financial advisor who works for Summitry, LLC in Foster City, California. Daniel has been in the financial industry since 2020. Daniel is a Certified Financial Planner. Daniel specializes in providing financial planning services, including portfolio management for individuals, businesses and investment companies. Daniel is also a Registered Investment Advisor (RIA) in California.
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.
Strategic management for diversified investment portfolios.
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.
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CA
12/20/2022 - Present
Summitry, LLC (FOSTER CITY CA)
CA
08/23/2021 - 12/06/2022
PENSIONMARK SECURITIES, LLC (San Ramon CA)
CA
07/27/2020 - 08/24/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
BOTH
Issued 01/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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