Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leonard is a financial advisor with Independent Financial Group, LLC. Daniel has been in the financial services industry since June 12, 1990. Daniel is registered to provide securities and investment advisory services in Colorado. Daniel holds Series 7, 8, 9, 10, 63 and SIE licenses. Daniel has experience with a number of different client types including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Daniel's previous experience includes positions with Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., Securities America, Inc., Commonwealth Financial Network, Charles Schwab & Co., Inc., and Cantor, Fitzgerald & Co., Inc.
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.
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.
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2
CO
05/05/2023 - Present
Independent Financial Group, LLC (GOLDEN CO)
CO
09/20/2019 - 05/08/2023
CETERA ADVISOR NETWORKS LLC (GOLDEN CO)
CO
02/04/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (GOLDEN CO)
CO
03/26/2008 - 01/29/2009
SECURITIES AMERICA, INC. (GOLDEN CO)
CO
03/17/2004 - 12/12/2007
COMMONWEALTH FINANCIAL NETWORK (GOLDEN CO)
TX
04/12/1991 - 02/18/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/24/1989 - 04/07/1990
CANTOR, FITZGERALD & CO., INC. (NEW YORK NY)
BC
Issued 04/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/10/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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