Joseph Daneshgar (CRD# 6353508) is an Investment Advisor Representative working at Maxim Financial Advisors LLC in New York, NY and has over 8 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Maxim Financial Advisors | New York, NY | Dec 2015 - Current | 8 |
Maxim Group LLC | New York, NY | Jun 2015 - Current | 8 |
Indiana University | Bloomington, IN | Aug 2011 - May 2015 | 3 |
Ubs Financial Services | Weehawken, NJ | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- NY
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Total Assets Under Management371MILLIONS
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Total Number of Accounts754ACCOUNTS
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Average Account Value$492,260
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, IL, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA
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