Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Shearman is an investment advisor representative at Edelman Financial Engines. Daniel has over 10 years of experience in the financial services industry. Daniel holds Series 6, 7, 63 and 65 licenses. Previously, Daniel was employed by Waddell & Reed, Ivy Distributors, Inc., GWFS Equities, Inc., American Century Investment Services, Inc., and Creative Planning LLC. Daniel is registered to provide investment advice in Kansas and Texas.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
KS
09/18/2023 - Present
Edelman Financial Engines (OVERLAND PARK KS)
MO
07/12/2022 - 10/03/2022
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
05/25/2021 - 08/03/2021
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
11/10/2017 - 04/30/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
06/14/2013 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
IA
Issued 12/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/13/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Daniel Shearman is the right advisor for you? Invested Better is here to help.
