Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lynn Fellers is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Daniel has been in the financial services industry since December 1985. Daniel's current registration is with the state of Ohio and was approved in October 2020. Previously, Daniel was employed with Invest Financial Corporation in Dayton, OH, Southeast Investments, N.C., Inc. in Charlotte, NC, Ameritas Investment Corp. in Dayton, OH, ProEquities, Inc. in Birmingham, AL, Advantage Capital Corporation in Atlanta, GA, and Travelers Equities Sales, Inc. in El Segundo, CA. Daniel has passed the Series 6 and SIE exams. Daniel is a member of Kairos Prison Ministry, a religious organization. Daniel specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/13/2020 - Present
Cambridge Investment Research Advisors, Inc. (Daytton OH)
OH
06/26/2017 - 11/29/2017
INVEST FINANCIAL CORPORATION (DAYTON OH)
NC
05/01/2007 - 06/19/2017
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
OH
11/17/2003 - 05/03/2007
AMERITAS INVESTMENT CORP. (DAYTON OH)
AL
10/09/1995 - 12/02/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
GA
08/15/1994 - 10/06/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
05/20/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC.
CA
12/12/1985 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Fellers is the right advisor for you? Invested Better is here to help.
