Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Deviney is an investment advisor representative at Avantax Advisory Services, a firm with offices in Bulverde and Dallas, Texas. Daniel has been working in the financial industry since 1996. He holds multiple licenses and registrations in Texas and other states, including the Series 7, 6, and 63 securities licenses. He is a member of the Bulverde Lions Club and the Bulverde/Spring Branch Area Chamber of Commerce, and is involved in a number of other community organizations. Daniel is a CPA and provides accounting and bookkeeping services through his own firm, Deviney Financial Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
03/03/2017 - Present
Avantax Advisory Services (Bulverde TX)
TX
10/31/2000 - 06/01/2007
U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)
RI
07/07/1995 - 06/14/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 02/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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