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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 Aloysius Burns is an Investment Advisor Representative with Stifel, Nicolaus & Company, Inc. in Tulsa, Oklahoma. Daniel has worked as an investment advisor since 1988 and holds the Series 7, Series 63 and Series 65 securities licenses. Daniel has worked with Wachovia Securities, LLC., A. G. Edwards & Sons, Inc., Dain Rauscher Incorporated, Rauscher Pierce Refsnes, Inc., and Smith Barney Inc. Daniel specializes in portfolio management for individuals, businesses, and pooled investment vehicles, and offers financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
04/02/2018 - Present
Stifel, Nicolaus & Company, Inc. (TULSA OK)
OK
01/01/2008 - 04/29/2009
WACHOVIA SECURITIES, LLC (TULSA OK)
OK
08/25/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TULSA OK)
NY
03/02/1998 - 09/21/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
08/30/1996 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
06/13/1988 - 09/09/1996
SMITH BARNEY INC. (NEW YORK NY)
NA
04/20/1988 - 05/23/1988
FITZGERALD, DEARMAN & ROBERTS, INC.
IA
Issued 11/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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