Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gordon Mussack is a financial advisor registered with Geneos Wealth Management, Inc. with over 30 years of experience in the financial services industry. Daniel is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Daniel is a Registered Representative and Investment Advisor Representative with a strong understanding of the financial markets and a proven track record of success. Daniel holds Series 6, 7, and 63 licenses and is a member of FINRA. Daniel is also a Registered Representative and Investment Advisor Representative with Royal Alliance Associates, Inc., and previously worked with VESTAX Securities Corporation and LINSCO/PRIVATE LEDGER CORP. Daniel has experience in a variety of financial services areas, including retirement planning, college savings, investment management, and insurance. Daniel has a strong commitment to providing his clients with the highest level of service and is dedicated to helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NE
09/18/2014 - Present
Geneos Wealth Management, Inc. (Columbus NE)
NE
06/01/2001 - 09/17/2014
ROYAL ALLIANCE ASSOCIATES, INC. (BLAIR NE)
OH
01/27/1998 - 06/05/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
SC
01/02/1998 - 01/26/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
SC
01/24/1995 - 12/31/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NE
04/04/1994 - 01/30/1995
INVESTORS FIRST SECURITIES, LTD. (OMAHA NE)
SC
06/26/1990 - 04/14/1994
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 09/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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