Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Aroh is a financial advisor at Money Concepts Capital Corp., located in Louisville, KY. Daniel is a Certified Financial Planner and has been active in the financial services industry since 2018. Daniel specializes in helping individuals and families with their financial planning needs, as well as providing portfolio management services for businesses. Daniel holds a Series 7, 66, and SIE license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
KY
12/21/2018 - Present
Money Concepts Capital Corp. (LOUISVILLE KY)
BOTH
Issued 12/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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