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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniels? Claim Your ProfileDaniels Voyteshonock is a financial advisor with Coldstream Wealth Management. Daniels has been in the financial industry since 2014. Daniels has Series 6, 7, and 66 licenses. Daniels specializes in providing financial planning, pension consulting, and educational seminars. Daniels also offers portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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.
Project by project basis
1
2
WA
08/06/2020 - Present
Coldstream Wealth Management (BELLEVUE WA)
WA
06/05/2019 - 06/26/2020
OPPENHEIMER & CO. INC. (SEATTLE WA)
WA
02/09/2016 - 06/09/2017
MORGAN STANLEY (BELLEVUE WA)
WA
06/04/2014 - 12/21/2015
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
BOTH
Issued 03/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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