Daniel West (CRD# 5523843) is an Investment Advisor Representative working at West Financial Planning in Cherry Valley, NY and has over 15 years of experience in the finance industry. Daniel West 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.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 2997972
Securities America Advisors, Inc.
CRD# 2729658
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West Financial Planning | Cherry Valley, NY | Jun 2008 - Current | 15 |
| United States Postal Service | Cherry Valley, NY | Jun 2012 - Aug 2021 | 9 |
| H&r Block | Cherry Valley, NY | Jan 2020 - Jun 2021 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- NY
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Total Assets Under Management4MILLIONS
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Total Number of Accounts45ACCOUNTS
-
Average Account Value$88,889
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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