Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Atkin is an investment advisor representative with Empower Advisory Group, LLC, a firm that provides financial planning and portfolio management services. Daniel has been in the financial industry since 2009. Daniel holds both Series 6 and Series 65 licenses, as well as the Series 63 and SIE exams. Daniel's previous experience includes a position at GWFS Equities, Inc.
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.
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.
1
2
CO
02/27/2018 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
04/01/2009 - 12/04/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/19/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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