Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Chancellor is a financial professional with over two decades of experience in the industry. Daniel has a strong background in providing financial advice, financial planning, and portfolio management to individuals and businesses. Daniel is currently registered with Centaurus Financial, Inc. and has held previous positions with LPL FINANCIAL LLC, AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., CETERA ADVISOR NETWORKS LLC, SAGEPOINT FINANCIAL, INC., SECURITIES AMERICA, INC., and INTERSECURITIES, INC. Daniel has a wide range of knowledge and experience in the financial services industry, and is committed to helping clients achieve their financial goals.
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
IN
07/31/2024 - Present
Centaurus Financial, Inc. (Evansville IN)
IN
10/20/2023 - 06/06/2024
LPL FINANCIAL LLC (EVANSVILLE IN)
IN
12/16/2019 - 11/01/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Evansville IN)
FL
03/13/2019 - 12/03/2019
CETERA ADVISOR NETWORKS LLC (LADY LAKE FL)
IN
09/18/2015 - 03/15/2019
SAGEPOINT FINANCIAL, INC. (EVANSVILLE IN)
IN
12/20/2013 - 09/22/2015
SECURITIES AMERICA, INC. (EVANSVILLE IN)
IN
01/05/2007 - 12/23/2013
LPL FINANCIAL LLC (EVANSVILLE IN)
IN
08/08/2002 - 01/11/2007
INTERSECURITIES, INC. (EVANSVILLE IN)
MO
10/06/1999 - 03/08/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 11/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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