Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Twogood is an investment advisor representative associated with Eversource Wealth Advisors, LLC and Twogood Financial Services, Inc.. Daniel has been a registered representative since 1994 and is licensed to sell securities in Arizona and Texas. Daniel offers advisory services including financial planning, portfolio management, and educational seminars. Daniel specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
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AZ
11/21/2022 - Present
Eversource Wealth Advisors, LLC (Scottsdale AZ)
AZ
11/03/2011 - 10/18/2022
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
AZ
12/17/2002 - 11/08/2011
NYLIFE SECURITIES LLC (SCOTTSDALE AZ)
MO
03/03/1999 - 12/12/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
AZ
03/22/1994 - 03/03/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 04/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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