Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Perrin is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Athene Securities, LLC. Daniel has held previous positions with PROEQUITIES, INC., AMERITAS INVESTMENT CORP. and HARTFORD EQUITY SALES COMPANY INC. Daniel is licensed in Ohio and holds the Series 6, Series 26, and Series 63 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.
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.
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2
IA
07/20/2016 - Present
Athene Securities, LLC (WEST DES MOINES IA)
OH
04/17/2009 - 06/21/2016
PROEQUITIES, INC. (CINCINNATI OH)
NE
10/27/2008 - 04/15/2009
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CT
05/29/2002 - 06/30/2008
HARTFORD EQUITY SALES COMPANY INC. (SIMSBURY CT)
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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