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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 Heck is an investment advisor representative who has been active in the industry since April 27, 2000. Daniel is currently registered with Cambridge Investment Research Advisors, Inc. and previously worked with 1717 Capital Management Company. Daniel's primary office location is in Portland, Oregon. Daniel has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Daniel is also a licensed investment advisor representative in several states including California, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
08/09/2024 - Present
Cambridge Investment Research Advisors, Inc. (PORTLAND OR)
OR
04/28/2000 - 07/08/2008
1717 CAPITAL MANAGEMENT COMPANY (PORTLAND OR)
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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