Unclaimed
Daniel Benninghoff is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., who has been in the industry since July 5, 1991. Daniel has been with Merrill Lynch since August 1992 and has worked at Bank of America since August 2011. Daniel holds licenses in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Oregon, Puerto Rico, Rhode Island, South Dakota, Texas, Utah, Virginia, and Washington. Daniel's primary location is in Leawood, Kansas. Daniel has a broad range of experience and expertise in the financial industry, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
01/29/1996 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEAWOOD KS)
NY
06/19/1991 - 08/17/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 02/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1996
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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