Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel L. Rust is a financial advisor registered with KCD Financial, Inc. Daniel has been working in the financial industry since November 27, 2000. He is registered to provide investment advisory services in California, Colorado, and Maryland. Daniel also holds Series 6, 26, 63, and 65 licenses. He is a financial advisor with over 20 years of experience. Daniel is committed to providing personalized financial advice to help clients achieve their financial goals. KCD Financial, Inc. is a registered investment advisor that provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. The firm has over $175 million in assets under management.
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.
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.
A portion of fees paid to 3rd party advisors
1
2
CO
01/22/2020 - Present
KCD Financial, Inc. (BROOMFIELD CO)
CO
10/31/2005 - 12/19/2006
AIG FINANCIAL ADVISORS, INC. (LITTLETON CO)
AZ
08/22/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
03/27/2000 - 07/03/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 10/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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