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 Hutcherson is a financial advisor currently working with Savant Wealth Management in Louisville, Kentucky. Daniel has over 20 years of experience in the financial services industry. Daniel is a registered Investment Advisor representative and has a Series 63, Series 65, Series 3, Series 7, Series 9 and Series 10 licenses. Before joining Savant Wealth Management, Daniel worked for Morgan Stanley, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. Daniel specializes in providing financial planning and investment management services to 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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
10/03/2024 - Present
Savant Wealth Management (ROCKFORD IL)
KY
06/01/2009 - 09/30/2014
MORGAN STANLEY (LOUISVILLE KY)
KY
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LEXINGTON KY)
KY
02/13/2004 - 06/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
NJ
12/08/2000 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OH
05/26/1999 - 02/01/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 03/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2001
Series 3 - National Commodity Futures Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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