Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Horan is a financial professional with over 20 years of experience in the industry. Daniel is currently registered as a Registered Representative with UMB Financial Services, Inc. in both Arizona and Colorado. Daniel has previously worked with a number of other firms, including Cetera Advisors LLC, LPL Financial LLC, MetLife Securities Inc., Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Daniel is also a Registered Investment Advisor (RIA) and a Certified Financial Planner (CFP®) professional. In addition to his experience and credentials, Daniel is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
03/01/2019 - Present
UMB Financial Services, Inc. (Leawood KS)
CO
06/30/2016 - 08/24/2016
CETERA ADVISORS LLC (DENVER CO)
SC
05/11/2013 - 09/30/2013
LPL FINANCIAL LLC (FORT MILL SC)
CO
08/04/2011 - 09/04/2012
METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)
CO
06/21/1990 - 05/03/2010
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
MN
06/21/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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