Dan MichaelianCRD Number: 4526110
Current Firm: Foresters Advisory Services, LLC
Dan Michaelian (CRD# 4526110) is an Investment Advisor Representative working at Foresters Advisory Services, LLC in San Jose, CA and has over 15 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Foresters Advisory Services LLC||San Jose, CA||Jul 2013 - Current||3|
|Foresters Financial||San Jose, CA||Mar 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management996MILLIONS
Total Number of Accounts5,500ACCOUNTS
Average Account Value$181,082
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses