Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Daniels is a financial advisor currently working with Creative Planning, LLC. Christopher has been in the financial industry since 2011 and has experience working with J.P. Morgan Securities LLC and Daniels + Tansey, LLP. Christopher holds the Series 63, Series 7, and SIE licenses and is a Chartered Financial Analyst. Christopher specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
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2
KS
10/02/2023 - Present
Creative Planning (OVERLAND PARK KS)
PA
07/22/2011 - 03/16/2016
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
NY
09/22/2010 - 10/11/2010
RODMAN & RENSHAW, LLC (NEW YORK NY)
BC
Issued 09/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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