Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Craig Parks is a financial advisor with United Planners' Financial Services of America a Limited Partner. Daniel has been in the financial services industry since January 23, 1998. Daniel is a registered representative and investment advisor representative in Arizona and Texas. Previously, Daniel worked at Independent Financial Group, LLC, Geneos Wealth Management, Inc., Brookstreet Securities Corporation, Linsco/Private Ledger Corp., CUNA Brokerage Services, Inc., Zions Investment Securities, Inc., and Edward D. Jones & Co., L.P. Daniel specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
10/12/2020 - Present
United Planners' Financial Services OF America A Limited Partner (Yuma AZ)
AZ
05/08/2012 - 09/25/2020
INDEPENDENT FINANCIAL GROUP, LLC (YUMA AZ)
AZ
07/16/2007 - 04/30/2012
GENEOS WEALTH MANAGEMENT, INC. (YUMA AZ)
AZ
02/07/2003 - 07/18/2007
BROOKSTREET SECURITIES CORPORATION (YUMA AZ)
SC
10/01/2001 - 02/22/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
01/13/2000 - 10/04/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
UT
03/09/1999 - 01/20/2000
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
MO
12/23/1997 - 02/10/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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