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 Stevens is a financial advisor with over 12 years of experience in the industry. Daniel is registered with Hantz Financial Services, Inc. and is a Chartered Financial Consultant. Daniel is a licensed and registered advisor in 18 states and is available to assist clients with financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
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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2
MI
03/16/2011 - Present
Hantz Financial Services, Inc. (ANN ARBOR MI)
BOTH
Issued 02/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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