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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lee Shuck is a financial advisor in Omaha, Nebraska. He is registered with the state of Kentucky and is a Certified Financial Planner™ professional and a Chartered Financial Consultant. Daniel has been a financial advisor for over 30 years and has experience with a variety of clients, including high-net-worth individuals and families. His current affiliation is with Sequent Planning, LLC, a firm with a strong focus on financial planning and investment 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.
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.
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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NE
04/28/2023 - Present
Sequent Planning, LLC (OMAHA NE)
KY
05/24/2017 - 04/26/2023
ALLSTATE FINANCIAL SERVICES, LLC (Louisville KY)
KY
10/11/2016 - 05/16/2017
MORGAN STANLEY (LOUISVILLE KY)
KY
10/10/2012 - 10/13/2016
ALLSTATE FINANCIAL SERVICES, LLC (Louisville KY)
MO
08/03/2012 - 10/04/2012
EDWARD JONES (ST. LOUIS MO)
KY
11/18/2004 - 12/01/2006
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
MN
08/04/2003 - 10/21/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
DE
07/09/1996 - 08/15/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
07/25/1984 - 10/01/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/17/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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