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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 Gudorf is a financial advisor with Cambridge Investment Research Advisors, Inc. Daniel holds a Series 65 license. Daniel has been in the industry since June 2011. Daniel has been with Cambridge Investment Research Advisors, Inc. since January 2018. Prior to that, Daniel worked at CSSC Investment Advisory Services, Inc. and Wealth Counselors, LLC. Daniel provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Daniel has experience working with a variety of clients including high net worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.
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
02/28/2024 - Present
Cambridge Investment Research Advisors, Inc. (Dayton OH)
IA
Issued 11/14/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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