Daniel
Kleiner
Ally Invest Advisors
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About this Advisor
Daniel Kleiner is a financial advisor based in Lewisville, Texas, working with Ally Invest Advisors. Daniel has previously held positions at Ally Invest Securities, Corelogic, Ranstad LLC, Xome, and Ally Invest Advisors. Daniel has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Daniel is part of Ally Invest Advisors, which operates out of Lewisville, Texas. The firm has 3 offices and 12 employees. The firm manages assets totaling $1.1 billion. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Ally Invest Advisors includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ally Invest Advisors Brokerage Details
$1,127,619,162
12
70,547
$15,984
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Kleiner Work History
Ally Invest Advisors
Ally Invest Securities
Corelogic
Ranstad LLC
Xome
Xome
Xome
Disclosures
Please visit the SEC profile of Daniel Kleiner 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 Ally Invest Advisors
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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