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 Scott is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Apollon Wealth Management, LLC in Missouri. Daniel is also licensed as an Independent Insurance Agent and is a limited partner in Dues Terra LLC, a property rental company. Daniel has held prior registrations with several other firms including Cascade Financial Management, INC. and Nations Financial Group, INC.
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.
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
MO
02/12/2021 - Present
Apollon Wealth Management, LLC (Springfield MO)
MO
12/12/2005 - 12/31/2020
CASCADE FINANCIAL MANAGEMENT, INC. (SPRINGFIELD MO)
IA
06/01/2004 - 12/08/2005
NATIONS FINANCIAL GROUP, INC. (CEDAR RAPIDS IA)
NY
06/10/1993 - 06/14/2004
ANDREW GARRETT INC. (NEW YORK NY)
NA
06/22/1990 - 06/17/1993
PATTERSON ICENOGLE, INC.
NJ
12/05/1984 - 06/20/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/18/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1998
Series 42 - Registered Options Representative Examination
BC
Issued 02/05/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/04/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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