Daniel Ziskin
Daniel Ziskin is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Manhattan Beach, CA, with 48 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
Manhattan Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an employee and owner of Ziskin Financial Services, also operating under Ziskin-Zusmer Insurance & Financial Services. He spends full-time selling fixed insurance products, including life, health, disability, and long-term care insurance, with nearly full-time dedicated during trading hours.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Irm Distributors, INC.Broker
Sunamerica Securities, INC.Broker
Aragon Financial Services, INC.Broker
Raymond-Martin Financial INC.Broker
Yaeger Securities, INC.Broker
Western Capital Financial GroupBroker
Raymond-Martin Financial INC.Broker
Financial West GroupBroker
Financial West Investment GroupBroker
First America Equities CORP.Broker
First America Equities CORP.Broker
Ven*pac Financial West GroupBroker
C. L. Mckinney & CO., INC.Broker
Titan Capital CorporationBroker
United Resources FinancialBroker
Security First Financial, INC.Broker
Phillip a Michael Securities, INC.Broker
Sabot Shaw INCBroker
Kenneth Bove & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.