Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cronin is a financial professional who has been working in the financial services industry for many years. Daniel Cronin is a registered investment advisor representative in Hawaii and Texas and holds the Series 66, Series 7, and SIE licenses. Daniel Cronin currently works at Creativeone Wealth, LLC in Overland Park, KS. In previous roles, Daniel Cronin was employed at CoreCap Investments, LLC, and LPL Financial LLC. Daniel Cronin is a specialist in insurance, long-term care, and annuity sales. Daniel Cronin works with a variety of clients including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
HI
06/15/2023 - Present
Creativeone Wealth, LLC (KAILUA HI)
MI
03/19/2023 - 04/05/2023
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
OR
01/11/2019 - 01/04/2021
LPL FINANCIAL LLC (PORTLAND OR)
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2019
Series 7 - General Securities Representative Examination
Active
Inactive
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