Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kennedy is a financial advisor who has been in the industry since 1987. Daniel is registered with Cetera Investment Advisers LLC. Daniel is also registered with the states of Indiana and Texas. Daniel's background includes previous employment with VESTAX SECURITIES CORPORATION, WASHINGTON SQUARE SECURITIES, INC., RELIASTAR FINANCIAL MARKETING CORP., AMERICAN UNITED LIFE INSURANCE COMPANY, AUL EQUITY SALES CORP., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, ROYAL ALLIANCE ASSOCIATES, INC., INTEGRATED RESOURCES EQUITY CORPORATION, LINCOLN NATIONAL PENSION INSURANCE COMPANY, and BALANCED FINANCIAL SECURITIES CORPORATION. Daniel has a series 7, 63, 24 and 51 license. In addition, Daniel holds a Certified Financial Planner and Chartered Financial Consultant designation.
HUNTINGTON, IN
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.
A percentage of the total value of assets under management is charged.
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IN
03/21/2024 - Present
Cetera Investment Advisers LLC (HUNTINGTON IN)
OH
06/08/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
CT
08/01/1995 - 06/12/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
12/01/1990 - 08/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
IN
05/30/1990 - 11/14/1990
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
05/30/1990 - 11/14/1990
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IN
10/30/1987 - 05/25/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
11/19/1989 - 05/08/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/25/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/30/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
04/24/1987 - 04/24/1987
BALANCED FINANCIAL SECURITIES CORPORATION
BC
Issued 2/2/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/1/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 2/5/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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