Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McPherson is a financial advisor with CG Advisory Services located in Idaho Falls, ID. Daniel has been a registered representative for 13 years and has a strong background in providing financial planning and portfolio management services. Daniel is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Daniel has previously worked for CETERA ADVISORS LLC, PACIFIC WEST SECURITIES, INC., SAMMONS SECURITIES COMPANY, LLC, SECURITIES AMERICA, INC., and SECURIAN FINANCIAL SERVICES, INC..
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.
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
ID
04/11/2018 - Present
CG Advisory Services (Idaho Falls ID)
ID
02/28/2012 - 04/09/2018
CETERA ADVISORS LLC (IDAHO FALLS ID)
ID
01/28/2011 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (IDAHO FALLS ID)
ID
06/12/2007 - 01/28/2011
SAMMONS SECURITIES COMPANY, LLC (IDAHO FALLS ID)
ID
02/08/2006 - 06/13/2007
SECURITIES AMERICA, INC. (IDAHO FALLS ID)
MN
06/17/2005 - 02/16/2006
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 06/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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