Joseph
Daneshgar
Maxim Financial Advisors LLC
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About this Advisor
Joseph Daneshgar is a financial advisor based in New York, New York, working with Maxim Financial Advisors LLC. Joseph has previously held positions at UBS Financial Services, Indiana University, Maxim Group LLC, and Maxim Financial Advisors. Joseph has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Joseph is part of Maxim Financial Advisors LLC, which operates out of New York, New York. The firm has 1 office and 41 employees. The firm manages assets totaling $371.2 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Maxim Financial Advisors LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maxim Financial Advisors LLC Brokerage Details
$371,163,779
41
754
$492,260
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Daneshgar Work History
Maxim Group LLC
Maxim Financial Advisors
Ubs Financial Services
Indiana University
Disclosures
Please visit the SEC profile of Joseph Daneshgar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Maxim Financial Advisors LLC
New York, NY
New York, NY
New York, NY
New York, NY
Woodbury, NY
New York, NY
New York, NY
New York, NY
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