Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kallus is a financial advisor at NFP Retirement Inc. with over 20 years of experience in the industry. Daniel's expertise lies in providing financial planning and portfolio management services to individuals and businesses. Daniel has held several positions in the financial services industry, including working with KESTRA INVESTMENT SERVICES, LLC. Daniel is a graduate of the University of Texas at Austin and holds the Series 7, 63, and 65 licenses, as well as the Chartered Financial Analyst (CFA) designation. He is a registered Investment Advisor in Texas and California. Daniel is dedicated to providing his clients with personalized financial advice and guidance to help them 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.
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.
Research reports on 401(k) plans / diligence on investment lineups
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
TX
06/11/2014 - Present
NFP Retirement Inc. (HOUSTON TX)
CA
11/14/2014 - 05/01/2017
KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)
BC
Issued 11/21/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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