Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Veatch has been in the securities industry since October 1995. Daniel Veatch is currently registered with SPC as a Registered Representative and Investment Adviser Representative and is also registered with the state of Iowa. Previously, Daniel Veatch was registered with PARKLAND SECURITIES, LLC and CENTAURUS FINANCIAL, INC.. Daniel Veatch holds a Series 6, 7, 63 and 66 securities license and has passed the Securities Industry Essentials Examination. Daniel Veatch has been associated with Veatch's Financial Services, LLC since February 2019.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation 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.
Seminar attendance fees
1
2
IA
01/03/2023 - Present
SPC (Ottumwa IA)
IA
01/04/2010 - 12/31/2022
PARKLAND SECURITIES, LLC (Ottumwa IA)
IA
10/02/1995 - 12/31/2009
CENTAURUS FINANCIAL, INC. (OTTUMWA IA)
BOTH
Issued 12/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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