Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Christopher Moyers is a financial advisor with Cambridge Investment Research Advisors, Inc. Daniel Moyers has over 23 years of experience in the financial services industry. Daniel Moyers is registered with FINRA and the State of Kentucky. Daniel Moyers has Series 7 and Series 66 securities licenses. Daniel Moyers specializes in financial planning, portfolio management, and investment consulting. Daniel Moyers is a Registered Representative of Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc. is an investment advisor. Daniel Moyers provides financial and investment services to individual investors, businesses, and institutions.
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
KY
11/08/2010 - Present
Cambridge Investment Research Advisors, Inc. (Prospect KY)
KY
04/17/2003 - 11/11/2010
TRANSAMERICA FINANCIAL ADVISORS, INC (LOUISVILLE KY)
NY
10/23/2000 - 06/21/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NA
05/10/1991 - 07/08/1993
CITICORP SECURITIES MARKETS, INC.
BOTH
Issued 01/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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