DT
Daniel Traub
from Tempo Financial Advisors, LLC
Daniel Traub is a financial advisor based in Massachusetts, Needham,
with 26 years of experience. Daniel currently works for
Tempo Financial Advisors, LLC.
Daniel maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Daniel Traub works at Tempo Financial Advisors, LLC
Tempo Financial Advisors, LLC is a financial advisory firm based in Needham, Massachusetts. It currently has approximately $73,581,131 of assets under management and employs about 1 people. Tempo Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
75 2nd Ave, Suite 605, Needham, Massachusetts, 2494
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