Daniel Shvartsman (CRD# 7820995) is an Investment Advisor Representative working at Middle Coast Investing LLC in Ludington, MI and has 1 year of experience in the finance industry.
CRD# 2956596
Huntington Financial Advisors
CRD# 2279908
Independent Financial Partners
CRD# 6012263
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Middle Coast Investing, LLC | Ludington, MI | Jun 2020 - Current | 3 |
| Investing.com | Madrid, | Oct 2021 - Mar 2023 | 1 |
| Shortman Studios | Ludington, MI | Jul 2020 - Sep 2021 | 1 |
| Seeking Alpha | New York, NY | Sep 2012 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- MI
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$1,000,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MI
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