Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stewart is a financial advisor with over 35 years of experience in the financial services industry. Daniel Charles Stewart is currently registered with Geneos Wealth Management, Inc. in Kansas, Missouri, Arizona and Texas. Previously, Daniel Stewart was registered with Securities America, Inc., Summit Brokerage Services, Inc., VSR Financial Services, Inc., Cambridge Investment Research, Inc., Locust Street Securities, Inc., BMA Financial Services, Inc., and Walnut Street Securities, Inc. Daniel Stewart's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. He has a deep understanding of investment strategies and a commitment 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
KS
10/10/2023 - Present
Geneos Wealth Management, Inc. (Shawnee KS)
KS
11/28/2017 - 10/12/2023
SECURITIES AMERICA, INC. (SHAWNEE KS)
KS
09/01/2016 - 12/04/2017
SUMMIT BROKERAGE SERVICES, INC. (SHAWNEE KS)
KS
12/15/2006 - 11/02/2016
VSR FINANCIAL SERVICES, INC. (SHAWNEE KS)
KS
07/01/2003 - 12/19/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (SHAWNEE KS)
IA
01/01/2002 - 07/09/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
02/08/1996 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CA
03/01/1994 - 02/06/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
TX
07/31/1987 - 03/09/1994
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 08/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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