Unclaimed
Daniel Rhyasen is a financial advisor with over 17 years of experience in the industry. Daniel has worked with Franklin Distributors, LLC since February 2021. Prior to that, Daniel worked with Putnam Retail Management Limited Partnership, FRANKLIN/TEMPLETON DISTRIBUTORS, INC., and ONE ORCHARD EQUITIES, INC. Daniel has a strong track record of success in helping clients achieve their financial goals.
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.
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.
1
2
CA
02/22/2021 - Present
Franklin Distributors, LLC (San Mateo CA)
CA
01/03/2024 - 08/07/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (San Mateo CA)
CA
06/11/2007 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CO
05/05/1999 - 03/27/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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