Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Callahan is a financial advisor with over 20 years of experience in the industry. Daniel has held various positions at prominent financial institutions, including UMB Financial Services, Inc. and D.A. Davidson & Co., working across different locations, including Kansas City, Austin, and Longview. Daniel is currently registered with UMB Financial Services, Inc. and holds a Series 7, Series 24, Series 31, Series 55, and Series 63 license. Daniel specializes in providing financial planning services, managing portfolios for businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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MO
08/14/2024 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
MO
04/26/2021 - 09/06/2023
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
TX
07/29/2019 - 02/11/2021
D.A. DAVIDSON & CO. (AUSTIN TX)
TX
12/19/2016 - 07/26/2019
PFS INVESTMENTS INC. (LONGVIEW TX)
TX
12/17/2012 - 01/23/2014
FIRST FINANCIAL SECURITIES OF AMERICA, INC. (HOUSTON TX)
TX
04/02/2007 - 12/10/2012
FIRST PUBLIC, LLC (AUSTIN TX)
TX
09/07/2004 - 04/16/2007
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/15/2002 - 08/02/2004
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
TX
05/14/2001 - 10/03/2001
PROTRADER SECURITIES CORPORATION (AUSTIN TX)
NJ
10/23/1997 - 09/07/2000
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
CA
04/07/1997 - 09/04/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
06/13/1995 - 05/06/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 03/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/11/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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