Daniel JossenCRD Number: 5463761
Current Firm: Eagle Strategies LLC
Daniel Jossen (CRD# 5463761) is an Investment Advisor Representative working at Eagle Strategies LLC in Bethesda, MD and has over 10 years of experience in the finance industry.
Blue Ocean Global Wealth
David Wealth Management, LLC
Palatine Advisors, Inc.
|Eagle Strategies LLC||Bethesda, MD||Jul 2011 - Current||6|
|Mindful Wealth Partners||Bethesda, MD||Jul 2011 - Current||6|
|Nylife Securities LLC||Bethesda, MD||Jun 2011 - Current||6|
|New York Life Insurance Co||Bethesda, MD||Jun 2011 - Current||6|
|Park Avenue Securities||Bethesda, MD||Dec 2007 - May 2011||3|
|Guardian Life Insurance Company||Bethesda, MD||Jun 2007 - May 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management6,621MILLIONS
Total Number of Accounts35,268ACCOUNTS
Average Account Value$187,722
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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