Daniel Hackner Kolber
Professional Summary
Daniel Hackner Kolber is a registered financial advisor currently at INTELLIVEST SECURITIES RESEARCH, INC located in Riverdale, Georgia and INTELLIVEST SECURITIES, INC. located in Riverdale, Georgia. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Daniel has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 79TO, Series 62, SIE, Series 87, Series 7, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
INTELLIVEST SECURITIES RESEARCH, INC
Contact Information
Main Address
Riverdale, GAPhone Number
(678) 595-9746Documents
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(1/6/2011)
(1/5/2011)
(1/14/2008)
(5/29/2008)
(1/20/2011)
(1/10/2011)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Feb 2008About the Series 87 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Hackner Kolber's CRS (Customer Relationship Summary).
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