Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Hinds is an investment advisor representative with Westwood Management Corp. Dan has been working in the industry since 2003 and has a broad range of experience, having worked with a number of firms including Morgan Keegan & Company, Inc. and A I M Distributors, Inc. Dan holds the following licenses: Series 6, 7, 86, 87, and 63, along with the SIE. Dan is a Chartered Financial Analyst. Currently, Dan is providing investment management services to a variety of clients including investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Dan is based out of Houston, Texas and is registered in Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice and licensing
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
05/01/2023 - Present
Westwood Management Corp. (HOUSTON TX)
TX
08/27/2010 - 04/16/2012
MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)
NA
06/28/1982 - 10/17/1989
A I M DISTRIBUTORS, INC.
BC
Issued 01/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/15/2011
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Dan Hinds is the right advisor for you? Invested Better is here to help.
