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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel West is an investment advisor representative at Moneta Group Investment Advisors, LLC, a registered investment advisor with offices in St. Louis, Missouri, and Longboat Key, Florida. Daniel has been with Moneta Group since January 2005. Daniel is a Certified Financial Planner and a Personal Financial Specialist. Daniel has a Series 7 and Series 63 license and is registered in Florida, Kansas, and Missouri. Prior to joining Moneta Group, Daniel worked at Cambridge Investment Research, Inc. and WS Griffith Securities, Inc. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
MO
07/15/2002 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
05/04/2004 - 07/10/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
01/29/1992 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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