Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel J Robertson is a financial advisor with over 10 years of experience in the financial services industry. Daniel is currently registered with Stifel, Nicolaus & Company, Inc. and is licensed to provide investment advice in Missouri. Daniel has held previous roles with several other firms, including Crown Capital Securities, L.P., Center Street Securities, Inc. and Edward Jones. Daniel holds the Series 7 and Series 66 securities licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/09/2022 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
09/27/2018 - 11/12/2020
CROWN CAPITAL SECURITIES, L.P. (Chesterfield MO)
MO
09/10/2015 - 10/16/2018
CENTER STREET SECURITIES, INC. (St. Peters MO)
CO
08/06/2013 - 09/13/2013
THE LEADERS GROUP, INC. (LITTLETON CO)
MO
11/01/2010 - 07/25/2011
EDWARD JONES (MANCHESTER MO)
BOTH
Issued 11/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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