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Daniele Beasley

Mission Wealth Management, LP

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About Daniele Beasley

Daniele Beasley is a financial advisor at Mission Wealth Management, LP. Daniele has been in the industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Daniele holds the Series 7, Series 65, and SIE licenses and is a Certified Financial Planner. Daniele specializes in financial planning, portfolio management, and pension consulting. Previously, Daniele has held positions at City National Securities, Inc. and Helix Trading, LP.

Firm Information

Daniele Beasley is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family wealth management

Family wealth management

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniele Beasley’s Registration & Firm History

CA

08/14/2024 - Present

Mission Wealth Management, LP (SANTA BARBARA CA)

CA

12/06/2001 - 06/16/2004

CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)

CA

09/14/1999 - 01/26/2000

HELIX TRADING, L.P. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 06/29/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/03/2020

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniele Beasley.
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