Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Brenden Carey is a financial advisor with Mentor Capital Management Inc., located in Chicago, Illinois. Daniel holds a Series 66 license and is a Certified Financial Planner. Daniel has been a financial advisor for over 15 years and specializes in financial planning and portfolio management for both individuals and businesses. Daniel has been with Mentor Capital Management Inc. since 2007.
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.
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
IL
02/13/2017 - Present
Mentor Capital Management Inc. (CHICAGO IL)
IL
05/18/2007 - 06/27/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 05/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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