Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jon Davis is an Investment Advisor Representative with Mariner Wealth. Daniel has been in the financial industry for 11 years and has experience in both Broker-Dealer and Investment Advisor roles. Daniel is registered with the state of Kansas and Nebraska, and holds the Series 65 and Series 66 licenses. Daniel’s previous experience includes roles with ProEquities, Inc., Honkamp Krueger Financial Services, and Frankel Zacharia LLC. Daniel currently provides investment advisory services to individuals.
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.
Referral of prospective clients to mariner
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.
Iars are compensated for referrals
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2
KS
01/03/2018 - Present
Mariner Wealth (OVERLAND PARK KS)
NE
05/23/2012 - 10/23/2017
PROEQUITIES, INC. (OMAHA NE)
IA
Issued 12/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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