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 Tarlas is a registered Investment Advisor Representative with Asset Consulting Group, LLC. Daniel has been in the industry since 1983. Daniel's prior firms include ACG Securities, LLC, Traders Institutional Securities, Inc., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel is registered with the state of Missouri and is also registered with the state of Florida, where the registration is currently pending. Daniel has passed the Series 63, Series 5, and Series 7 exams. Daniel is a specialist in financial planning, portfolio management, and investment advising.
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.
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.
Asset consulting group (acg) provides comprehensive investment consulting services to taxable and tax-exempt entities.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MO
10/10/1995 - Present
Asset Consulting Group, LLC (CLAYTON MO)
NA
05/23/1995 - 09/12/1997
ACG SECURITIES, LLC
NA
06/01/1992 - 05/24/1995
TRADERS INSTITUTIONAL SECURITIES, INC.
NY
09/26/1986 - 04/14/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
09/23/1983 - 10/15/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/1983
Series 5 - Interest Rate Options Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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