Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vanskiver is an investment advisor representative at International Assets Investment Management, LLC, based in Grand Rapids, MI. Daniel has over 20 years of experience in the financial services industry. Daniel holds Series 6, 63, and 65 securities licenses, as well as the SIE. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals and businesses. Daniel also provides selection of other advisors services to his clients.
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.
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.
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MI
09/26/2022 - Present
International Assets Investment Management, LLC (Grand Rapids MI)
MI
06/10/2019 - 09/15/2022
LPL FINANCIAL LLC (GRAND RAPIDS MI)
MI
01/03/2007 - 06/10/2019
VALMARK SECURITIES, INC. (GRAND RAPIDS MI)
MI
10/06/2000 - 01/03/2007
NEW ENGLAND SECURITIES (GRAND RAPIDS MI)
IA
Issued 01/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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