Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Heidelberger is a financial professional with over 17 years of experience in the financial services industry. Daniel is currently registered with Sovran Advisors, LLC and holds licenses in California and Texas. Prior to joining Sovran Advisors, LLC, Daniel was employed by MML Investors Services, LLC, MSI Financial Services, Inc., and Thrivent Investment Management Inc. Daniel holds a Certified Financial Planner designation and has a strong track record of providing financial planning and asset management services to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
03/12/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
03/25/2017 - 03/05/2024
MML INVESTORS SERVICES, LLC (Costa Mesa CA)
CA
01/03/2017 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (IRVINE CA)
CA
12/12/2006 - 01/04/2017
THRIVENT INVESTMENT MANAGEMENT INC. (LAKE FOREST CA)
CA
10/09/2006 - 12/11/2006
SECURITIES AMERICA, INC. (HUNTINGTON BEACH CA)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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