Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Daniel is a financial advisor with Commonwealth Financial Network, based in Omaha, NE. Anthony has been in the financial services industry since 2007. He is a Certified Financial Planner™ professional and holds Series 6, 7, 63, and 65 licenses as well as the SIE designation. Anthony has previously worked with Securities America, Inc. and MML Distributors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
09/21/2023 - Present
Commonwealth Financial Network (Omaha NE)
NE
01/13/2021 - 09/21/2023
SECURITIES AMERICA, INC. (OMAHA NE)
MA
07/02/2019 - 12/31/2020
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
OH
10/11/2010 - 07/02/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NE
06/19/2008 - 09/27/2010
QA3 FINANCIAL CORP. (OMAHA NE)
NE
06/28/2007 - 02/07/2008
AQUARIUS FUND DISTRIBUTORS, LLC (ELKHORN NE)
NE
10/30/2006 - 12/31/2006
AQUARIUS FUND DISTRIBUTORS, LLC (ELKHORN NE)
BC
Issued 05/22/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Anthony Daniel is the right advisor for you? Invested Better is here to help.
