Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Leroy Whittenburg is a financial advisor with Stratos Wealth Partners, Ltd. Daniel has been in the financial industry since 1991 and has a wide range of experience in investments. Daniel has worked with a variety of clients, including individuals, businesses, and institutions. Daniel has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
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.
Percentage of assets under management with third party managers
1
2
UT
12/09/2019 - Present
Stratos Wealth Partners, Ltd. (Salt Lake City UT)
UT
03/02/1998 - 12/04/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
IN
03/02/1998 - 05/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
11/04/1991 - 03/10/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 03/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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