Daniel S. Katz
Apex Capital, Llc
Financial Planner in Orinda, CA
Address:25 Orinda Way, Ste 300
Orinda, CA 94563
About Daniel S. Katz
Daniel Katz is a financial professional at Apex Capital, Llc located in Orinda, California. Daniel Katz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S63, S65 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Daniel Katz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Daniel Katz25 Orinda Way, Ste 300
Orinda, CA 94563
Phone Number:
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Website:
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