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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 Tsai is an Investment Advisor Representative at Prime Capital Financial, a firm headquartered in Overland Park, Kansas. Daniel has been in the financial services industry since 2014 and is licensed to provide investment advice in California. Daniel is a Certified Financial Planner and specializes in retirement planning, financial planning, portfolio management for individuals and businesses. Daniel's firm provides a wide range of financial services including investment advice, financial planning, and retirement planning. Prime Capital Financial is a registered investment advisor with over $24 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
08/12/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
Active
Inactive
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