Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rush is a financial advisor with over 24 years of experience in the industry. Daniel is currently registered with Buckingham Strategic Partners, LLC and The Colony Group, LLC. Daniel has also been previously registered with A. G. Edwards & Sons, Inc. and Edward Jones. Daniel has a Series 7, Series 63, and Series 65 license. Daniel specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, families, corporations, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
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2
MO
07/27/2007 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
MO
09/19/2002 - 05/29/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
07/29/1999 - 09/18/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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