linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel John Church

Bluerock Capital Markets LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel John Church

Daniel John Church is a financial advisor with Bluerock Capital Markets LLC. Daniel has over 30 years of experience in the financial industry. Daniel holds FINRA Series 6, 7, 63, and 65 licenses, and the SIE exam. Daniel has been registered with the state of Delaware since 2017.

Firm Information

Daniel Church is currently registered with Bluerock Capital Markets LLC. Bluerock Capital Markets LLC is a Limited Liability Company formed in August 2005. The firm is registered with the Securities and Exchange Commission and in all 50 states, as well as in Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Church’s Registration & Firm History

CA

04/11/2017 - Present

Bluerock Capital Markets LLC (Newport Beach CA)

CA

01/06/2016 - 03/07/2016

PATRICK CAPITAL MARKETS, LLC (TRABUCO CANYON CA)

TX

08/26/2014 - 09/22/2015

NEXBANK SECURITIES INC (DALLAS TX)

PA

08/30/2010 - 06/03/2014

FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)

TX

05/01/2003 - 08/31/2010

BEHRINGER SECURITIES LP (DALLAS TX)

MA

03/09/1994 - 03/11/2003

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

NA

06/07/1993 - 02/22/1994

NATIONSSECURITIES

MA

02/01/1993 - 06/07/1993

NATIONSBANC SECURITIES, INC. (BOSTON MA)

CT

04/22/1991 - 02/04/1993

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

NC

07/19/1990 - 05/16/1991

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

CT

10/11/1989 - 07/31/1990

NWNL MANAGEMENT CORPORATION (WINDSOR CT)

Not sure if Daniel John Church is right for you?

Licenses & Designations

IA

Issued 10/10/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/1993

Series 7 - General Securities Representative Examination

BC

Issued 10/10/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel John Church.
Not sure if Daniel John Church is right for you?