Unclaimed
Daniel August Powers is a financial advisor registered with the state of Illinois. Daniel is affiliated with Zacks Investment Management, Inc. and has been in the industry since July 2020. Daniel holds the Series 65 license and has passed the Securities Industry Essentials (SIE) Examination.
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.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
05/07/2024 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
IA
Issued 05/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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