Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gould is a financial advisor who has been in the industry for over 25 years. Daniel is currently registered as an Investment Advisor Representative with Creativeone Wealth, LLC in Overland Park, KS. He is also a registered representative with the same firm. Before Creativeone Wealth, LLC, Daniel worked with Cambridge Investment Research, Inc., IBS Securities, Inc., E. D. & F. Man International Inc., and Quest Capital Strategies, Inc. Daniel has experience working with a range of clients, including high-net-worth individuals, corporations, and charitable organizations. Daniel specializes in providing financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
10/15/2018 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
KS
06/13/2017 - 09/26/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
IL
07/21/1995 - 12/31/1998
IBS SECURITIES, INC. (ELMHURST IL)
NY
06/20/1997 - 02/27/1998
E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)
CA
03/15/1993 - 11/16/1993
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 07/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2012
Series 30 - NFA Branch Manager Examination
BC
Issued 09/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
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