Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hannis is a financial professional with over 18 years of experience in the industry. Daniel is currently a Registered Representative at Hilltop Securities Inc. Daniel has previously held roles at FHN FINANCIAL SECURITIES CORP., WILLIAM BLAIR, EDWARD JONES, GOLDMAN SACHS EXECUTION & CLEARING, L.P., and SPEAR, LEEDS & KELLOGG SPECIALISTS LLC. Daniel specializes in providing financial advice and services to high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
12b-1 fees
1
2
IL
05/04/2020 - Present
Hilltop Securities Inc. (CHICAGO IL)
IL
05/23/2019 - 05/04/2020
FHN FINANCIAL SECURITIES CORP. (CHICAGO IL)
IL
08/12/2010 - 06/13/2019
WILLIAM BLAIR (CHICAGO IL)
MO
09/24/2008 - 07/01/2010
EDWARD JONES (ST. LOUIS MO)
NY
09/21/2004 - 08/20/2008
GOLDMAN SACHS EXECUTION & CLEARING, L.P. (NEW YORK NY)
NY
08/30/2004 - 08/20/2008
SPEAR, LEEDS & KELLOGG SPECIALISTS LLC (NEW YORK NY)
BC
Issued 08/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 04/22/2005
Series 3 - National Commodity Futures Examination
BC
Issued 02/17/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/06/2005
Series 25 - NYSE Trading Assistant Examination
BC
Issued 09/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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