Daniel ZiskinCRD Number: 476947
Current Firm: Planmember Securities Corporation
Daniel Ziskin (CRD# 476947) is an Investment Advisor Representative working at Planmember Securities Corporation in Manhattan Beach, CA and has over 28 years of experience in the finance industry. Daniel Ziskin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Awm Capital, LLC
Bluepoint Wealth Advisors
Wealth Management Partners Of Los Angeles
|Irm Distributors, Inc.||Carpinteria, CA||Nov 1998 - Current||23|
|Raymond-martin Financial||Thousand Oaks, CA||Sep 1993 - Current||28|
|Ziskin Financial Services||Studio City, CA||Sep 1987 - Current||34|
|Ziskin Financial/services||Studio City, CA||Sep 1987 - Current||34|
|Ziskin Financial Services||Studio City, CA||Aug 1987 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1993|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management8,218MILLIONS
Total Number of Accounts64,132ACCOUNTS
Average Account Value$128,134
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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