Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Glen Courtney is a financial advisor with Rubinbrown Advisors LLC. Daniel has been in the industry for over 20 years, with experience in a variety of financial services roles. Daniel is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Daniel holds the Series 7, Series 22, Series 24, Series 63 and Series 65 licenses. Daniel is also a Certified Financial Planner.
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.
Consulting
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.
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2
MO
05/16/2022 - Present
Rubinbrown Advisors LLC (ST. LOUIS MO)
CO
08/11/2017 - 03/20/2019
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
AZ
07/21/2015 - 07/25/2017
ROKA CAPITAL DISTRIBUTORS, LLC (SCOTTSDALE AZ)
VA
01/30/2013 - 02/03/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
PA
11/06/2006 - 06/11/2012
RESOURCE SECURITIES, INC. (PHILADELPHIA PA)
PA
12/02/2005 - 11/03/2006
ANTHEM SECURITIES, INC. (PHILADELPHIA PA)
CA
04/01/2004 - 10/03/2005
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
NY
08/17/1993 - 10/01/2002
RELATED EQUITIES CORPORATION (NEW YORK NY)
CA
05/04/1993 - 07/26/1993
PHOENIX SECURITIES, INC. (SAN RAFAEL CA)
CA
12/22/1989 - 05/24/1991
TCC SECURITIES CORPORATION (SAN FRANCISCO CA)
NA
10/28/1986 - 12/19/1988
SHURGARD SECURITIES CORPORATION
NA
04/24/1985 - 08/27/1986
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 05/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/31/2004
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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