Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Charles Cuddy is a financial advisor who has been in the industry since March 12, 1999. Daniel is currently registered as a Registered Representative with Cambridge Investment Research Advisors, Inc. in Las Vegas, NV. Daniel has worked with clients in Nevada, Texas, Iowa, Illinois, Oregon, New York, Arizona, Michigan, Pennsylvania, Montana, Wyoming, Virginia, South Carolina, Utah, New Mexico, Colorado, California, Washington, Idaho, Missouri, North Carolina, Alabama and Florida.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NV
10/27/2022 - Present
Cambridge Investment Research Advisors, Inc. (Las Vegas NV)
NV
12/08/2000 - 10/25/2022
SECURITIES AMERICA, INC. (LAS VEGAS NV)
IA
03/13/1999 - 12/14/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 06/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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