Daniel Berle Ziskin

Employer firm

Planmember Securities Corporation CRD 11869

$10.1B regulatory AUM 125 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1987 → Present
  Ziskin Financial Services
  Studio City, CA
• 09/1987 → Present
  Ziskin Financial Services
  Studio City, CA
• 09/1987 → Present
  Ziskin Financial/Services
  Studio City, CA
• 09/1993 → Present
  Raymond-Martin Financial
  Thousand Oaks, CA
• 11/1998 → Present
  Irm Distributors, Inc.
  Carpinteria, CA

Other Businesses

1)ZISKIN FINANCIAL SERVICES;S CORPORATION; EMPLOYEE START DATE 12/19/11;DBA,ZISKIN-ZUSMER INSURANCE & FINANCIAL SERVICES;;OWNER; 400 MARINE AVE. MANHATTAN BEACH CA;START 4/06; SELLING FIXED INSURANCE LIFE, HEALTH, DISABILITY,LTC ETC; 160- HRS/MNTH; 130 HRS/MNTH DURING TRADING;IR

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1993-08-11

Designations

• Certified Financial Planner

Other Names

• Dan Ziskin