Daniel Karstadt (CRD# 5958184) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Red Bank, NJ and has over 11 years of experience in the finance industry.
CRD# 2130640
Ameriprise Financial Services, LLC
CRD# 700067
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1863193
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Red Bank, NJ | Jan 2023 - Current | 1 |
| Mcqueen Kalligan Insurance Services, Inc. | San Diego, CA | Mar 2019 - Current | 5 |
| The Leaders Group, Inc. | Littleton, CO | Mar 2019 - Jan 2023 | 3 |
| Lpl Financial LLC | San Diego, CA | Mar 2019 - Mar 2019 | < 1 |
| San Diego County Credit Union | San Diego, CA | Mar 2019 - Mar 2019 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2018 - Mar 2019 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2018 - Mar 2019 | < 1 |
| Northwestern Mutual Investment Services LLC | La Jolla, CA | Sep 2018 - Mar 2019 | < 1 |
| Citigroup | New York, NY | Jun 2017 - Aug 2018 | 1 |
| Citigroup | New York, NY | Jun 2015 - Jun 2017 | 2 |
| Ubs | Red Bank, NJ | Oct 2009 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- CA
- NJ
- TX
-
Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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