Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Legaye is a financial advisor with over 10 years of experience. Daniel is registered with Valic Financial Advisors, Inc. and is licensed in Texas. Daniel is also a registered principal. Daniel has a strong background in the financial services industry and is committed to providing his clients with personalized financial advice. Daniel's previous experience includes working with firms like Kittle Capital Markets, LLC and Time Equities Securities LLC. Daniel is an active member of the financial community and is dedicated to providing his clients with the highest level of service. Daniel is committed to helping clients reach their financial goals.
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.
Recommend wrap accounts to clients
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
TX
10/23/2024 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
02/20/2018 - 09/18/2019
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IN
12/12/2013 - 02/20/2018
KITTLE CAPITAL MARKETS, LLC (INDIANAPOLIS IN)
NY
10/17/2013 - 02/14/2018
TIME EQUITIES SECURITIES LLC (NEW YORK NY)
TX
04/23/2015 - 02/12/2018
MOODY SECURITIES, LLC (HOUSTON TX)
TX
06/14/2013 - 09/09/2017
SILVER PORTAL CAPITAL LLC (THE WOODLANDS TX)
NY
01/19/2017 - 05/10/2017
BANKERS CAPITAL INTERNATIONAL (NEW YORK NY)
TX
12/26/2013 - 02/06/2015
NATIVEONE INSTITUTIONAL TRADING, LLC. (MAGNOLIA TX)
GA
12/10/2013 - 06/06/2014
ASPEN RIVER SECURITIES, LLC (CARTERSVILLE GA)
BOTH
Issued 11/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 06/13/2013
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Legaye is the right advisor for you? Invested Better is here to help.
