Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Francis Casey is a financial advisor with over 20 years of experience in the financial services industry. Daniel holds licenses and registrations in several states, including California and Texas. Daniel works with clients from all walks of life, and his expertise extends to helping people achieve a variety of financial goals, such as retirement planning, college savings, and estate planning. Daniel currently is a Registered Representative and Investment Advisor Representative with United Planners' Financial Services Of America A Limited Partner. Daniel holds the Series 7, Series 63, Series 65, and SIE securities licenses. Daniel also holds the designation of Certified Financial Planner. Daniel has also held previous positions at FINANCIAL WEST GROUP. Daniel is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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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CA
11/15/2013 - Present
United Planners' Financial Services OF America A Limited Partner (WESTLAKE VILLAGE CA)
CA
06/21/1999 - 11/18/2013
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
IA
Issued 07/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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