Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jaman Furiness is a financial advisor at OneDigital Investment Advisors, a Registered Investment Advisor, where Daniel has been a Senior Director of Financial Planning since September 2022. Daniel has been in the financial industry since January 2004 and has experience in a variety of financial planning services, including investment advisory services. Prior to joining OneDigital Investment Advisors, Daniel worked at KB Financial Partners, LLC, where he provided personal financial planning services, and at M Holding Securities, Inc. Daniel is a Certified Financial Planner and holds the Series 7, Series 24 and Series 66 licenses. Daniel's specialties include retirement planning, college savings planning, and estate planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
09/14/2022 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NJ
01/21/2004 - 04/12/2012
AXA ADVISORS, LLC (PRINCETON NJ)
BOTH
Issued 01/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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