Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Hayley has been in the financial services industry since 1999. Dan is a Registered Representative of Cetera Investment Advisers LLC. Dan has experience with clients such as individuals, high net worth individuals, corporations, insurance companies, and pension and profit-sharing plans. Previously, Dan worked at First Allied Securities, Inc., Securities America, Inc., Brecek & Young Advisors, Inc., UVEST Financial Services Group, Inc., and Edward Jones. Dan is a Registered Investment Advisor in Oklahoma and Texas. Dan provides a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
BROKEN ARROW, OK
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.
1
2
OK
11/12/2020 - Present
Cetera Investment Advisers LLC (BROKEN ARROW OK)
OK
05/20/2011 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (BROKEN ARROW OK)
OK
01/23/2009 - 05/03/2011
SECURITIES AMERICA, INC. (BROKEN ARROW OK)
OK
06/01/2007 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (TULSA OK)
OK
03/14/2006 - 06/06/2007
UVEST FINANCIAL SERVICES GROUP, INC. (BROKEN ARROW OK)
OK
09/21/1999 - 03/08/2006
EDWARD JONES (TULSA OK)
BOTH
Issued 2/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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