Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ernest Davis is a financial advisor with over 30 years of experience in the industry. Daniel has been registered with the state of Indiana and Kentucky since 2009, and holds Series 7, 63, and 65 licenses. Daniel is currently affiliated with Ausdal Financial Partners, Inc., but has held previous positions with a variety of firms, including Woodbury Financial Services, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., Securities Service Network, Inc., Royal Alliance Associates, Inc., and Keogler, Morgan & Company, Inc. Daniel specializes in providing financial planning, portfolio management, and investment advice to individuals, high net worth individuals, corporations, and charitable organizations. He has a broad range of experience with clients and offers a variety of investment services, including investment management, financial planning, insurance sales, bookkeeping, and accounting 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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
KY
08/18/2009 - Present
Ausdal Financial Partners, Inc. (LOUISVILLE KY)
KY
02/24/2004 - 07/28/2009
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
CT
01/01/2004 - 03/03/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
02/06/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
TN
03/27/1997 - 02/05/2003
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
AZ
01/31/1997 - 03/26/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
11/27/1990 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IA
Issued 12/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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