Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aaron Jack is a financial professional with over 15 years of experience in the financial services industry. Daniel is currently registered with Sunset Financial Services, Inc. and is licensed to offer securities and investment advisory services in Missouri. Daniel has previously held positions with Allstate Financial Services, LLC, PRUCO SECURITIES, LLC, STATE FARM VP MANAGEMENT CORP, CAMBRIDGE INVESTMENT RESEARCH, INC, FORESTERS EQUITY SERVICES, INC, UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER, NYLIFE DISTRIBUTORS LLC, TOWER SQUARE SECURITIES, INC, NATIONAL PLANNING CORPORATION, JACKSON NATIONAL LIFE DISTRIBUTORS, INC, and NEW ENGLAND SECURITIES. Daniel holds Series 6, Series 63 and Series 65 licenses.
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.
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.
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2
MO
05/14/2024 - Present
Sunset Financial Services, Inc. (KANSAS CITY MO)
KS
10/18/2019 - 02/09/2024
ALLSTATE FINANCIAL SERVICES, LLC (Wichita KS)
CO
12/19/2018 - 02/07/2019
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
IL
01/06/2016 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
KS
01/29/2015 - 05/06/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (WICHITA KS)
CA
10/14/2014 - 12/16/2014
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
KS
12/23/2013 - 04/07/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (OVERLAND PARK KS)
NJ
10/09/2002 - 09/04/2007
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
CA
09/25/2001 - 02/06/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
10/19/2000 - 03/14/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
TN
12/16/1998 - 10/27/2000
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NY
07/02/1998 - 08/21/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 07/26/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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