Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stober is an investment advisor representative at Hightower Advisors, LLC. Daniel has been in the financial industry since 1996 and has experience working with a range of clients, including individuals, families, corporations, trusts, and charitable organizations. Daniel specializes in financial planning, retirement planning, investment management, and college savings plans. Daniel holds a Series 7, Series 63, and Series 65 licenses. Daniel is committed to providing personalized financial advice to help clients reach 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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
WA
07/25/2014 - Present
Hightower Advisors, LLC (BELLEVUE WA)
WA
05/21/2007 - 09/18/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (BELLEVUE WA)
WA
12/15/2005 - 05/22/2007
MOSS ADAMS SECURITIES & INSURANCE LLC (SEATTLE WA)
AZ
10/31/2005 - 12/06/2005
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
02/18/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
08/09/1996 - 01/10/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 03/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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