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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Easley is an Investment Advisor Representative registered with Kestra Advisory Services, LLC. Dan has been in the financial services industry since July 2008. Dan's firm provides financial planning, pension consulting, and portfolio management services. Dan currently holds the Series 65 license.
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.
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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IN
11/27/2023 - Present
Kestra Advisory Services, LLC (Fort Wayne IN)
IA
Issued 05/06/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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