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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hilario Barajas is an investment advisor representative with TLG Advisors, Inc. Daniel has been in the financial services industry since 2005 and has a wide range of experience in providing investment advice to individuals, families, and businesses. Daniel specializes in financial planning, portfolio management, and pension consulting. Daniel holds several professional designations and is a member of various professional organizations.
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.
Placement of institutional funds
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
TX
01/26/2021 - Present
TLG Advisors, Inc. (Cedar Park TX)
CO
06/10/2019 - 12/31/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
04/18/2016 - 07/17/2017
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
01/09/2012 - 05/15/2014
WADDELL & REED (AUSTIN TX)
TX
03/30/2009 - 01/12/2012
ADVISORS ASSET MANAGEMENT, INC. (BOERNE TX)
TX
03/20/2006 - 04/06/2009
CHASE INVESTMENT SERVICES CORP. (BEE CAVE TX)
TX
11/18/2005 - 03/08/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN ANTONIO TX)
IL
07/06/2005 - 11/21/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
12/12/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
01/25/2002 - 11/05/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
GA
03/22/2000 - 01/11/2002
PFS INVESTMENTS INC. (DULUTH GA)
NA
03/12/1994 - 04/07/1994
SIMMERS CAPITAL MANAGEMENT CORPORATION
IA
Issued 01/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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