Daniel
Mossakowski
Prospera Financial Services, Inc
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About this Advisor
Daniel Mossakowski is a financial advisor based in Frisco, Texas, with a total of 9 years of industry experience. Mossakowski currently works for Prospera Financial Services, Inc. During their career, the advisor has held roles at Edward Jones and Prospera Financial Services. Mossakowski maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in New Mexico and Texas. Prospera Financial Services, Inc is a registered investment company that has its headquarters in Dallas, TX. The investment advisory business has offices in 105 locations and a total of 242 people on staff. It has $6 billion in total assets among its 18,852 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 76 charities and foundations. Of its 18,852 customer accounts, 34% are held by high-net-worth individuals who have more than $1 million in assets. The business has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually vary depending on the type of services provided. Fees charged by Prospera Financial Services, Inc may include some blend of asset-based, hourly, fixed, commission-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Prospera Financial Services, Inc Brokerage Details
$5,921,456,412
242
18,852
$314,102
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Mossakowski Work History
Daniel has been registered as a financial advisor for 9 years.*
Prospera Financial Services
Edward Jones
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Mossakowski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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