Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Trosch is an investment advisor representative with West Financial Services, Inc. Daniel has been in the financial services industry for over 30 years and holds the Chartered Financial Analyst designation. Daniel has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Daniel provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Daniel's previous experience includes working at United Brokerage Services, Inc., LPL Financial LLC, Lincoln Financial Advisors Corporation, and Northwestern Mutual Investment Services, Inc.
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.
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
VA
07/10/2018 - Present
West Financial Services, Inc. (MCLEAN VA)
MD
04/12/2017 - 06/08/2018
UNITED BROKERAGE SERVICES, INC (BETHESDA MD)
SC
01/01/2015 - 05/26/2015
LPL FINANCIAL LLC (FORT MILL SC)
IN
12/09/1994 - 02/17/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/09/1994 - 02/17/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
05/21/1992 - 12/08/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Daniel Trosch is the right advisor for you? Invested Better is here to help.
