Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Czulno is a financial professional with over 13 years of experience in the industry. Daniel is a Certified Financial Planner and holds the Series 65 license. Daniel is currently registered with Joule Financial, LLC in Kentucky and Texas. Joule Financial, LLC is a firm based in Lexington, Kentucky, and serves a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Joule Financial, LLC offers a range of services, including financial planning, portfolio management for individuals, and pension consulting. Daniel and Joule Financial, LLC are committed to providing clients with personalized financial advice and guidance.
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.
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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KY
06/14/2022 - Present
Joule Financial, LLC (LEXINGTON KY)
IA
Issued 10/29/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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