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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 James Wood is an investment advisor representative with Onedigital Investment Advisors, based in Overland Park, Kansas. Daniel has been working in the financial services industry since 2012 and has a Series 63, Series 6, and Series 65 license. Daniel previously worked for Hornor, Townsend & Kent, LLC. Daniel has expertise in financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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
10/01/2020 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
IL
06/19/2013 - 10/02/2020
HORNOR, TOWNSEND & KENT, LLC (CHICAGO IL)
IA
Issued 02/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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