Unclaimed
Daniel Allan Flude is a financial professional with over 11 years of experience in the industry. Daniel has a strong background in operations, having passed the Series 99TO and SIE exams. Daniel is currently registered with Ministry Partners Securities, LLC and has been with the firm since 2011. Daniel also holds a Series 28 license and is a Principal of the firm.
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.
Helps you choose top advisors aligned with your financial goals.
Referral to third-party money managers
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.
Referral fees
1
2
CA
08/27/2018 - Present
Ministry Partners Securities, LLC (BREA CA)
CA
03/02/2011 - 07/11/2017
MINISTRY PARTNERS SECURITIES, LLC (BREA CA)
BC
Issued 10/12/2010
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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