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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 John McFall is a financial advisor with Cadaret, Grant & CO., Inc. located in West Des Moines, IA. Daniel McFall has been in the financial industry since December 2, 1990. Prior to joining Cadaret, Grant & CO., Inc., Daniel McFall was a financial advisor at SAGEPOINT FINANCIAL, INC. Daniel McFall holds FINRA Series 6, Series 63, and SIE licenses. Daniel McFall is registered to offer investment advisory services in 13 states including Arizona, California, Idaho, Illinois, Iowa, Mississippi, Missouri, Montana, Nebraska, Oklahoma, Oregon, Texas, and Washington.
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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IA
08/18/2020 - Present
Cadaret, Grant & CO., Inc. (West Des Moines IA)
IA
12/06/2016 - 08/20/2020
SAGEPOINT FINANCIAL, INC. (WEST DES MOINES IA)
IA
01/29/2010 - 12/07/2016
CAPITAL FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
WA
05/19/2003 - 11/03/2009
VERITRUST FINANCIAL, LLC (KIRKLAND WA)
MA
03/04/2003 - 05/07/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
TX
04/22/2002 - 04/03/2003
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
01/04/1999 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
DE
02/27/1997 - 10/23/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
08/19/1991 - 12/31/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
07/20/1989 - 11/16/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 07/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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