Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Neil Savard is an investment advisor representative with LEO Wealth, LLC, located in Hurst, Texas. Daniel has been in the financial services industry since 1991 and has held various positions at firms such as Main Street Securities, LLC, Capital Analysts, Incorporated, and Park Avenue Securities LLC. Daniel is registered with the state of California as a both a broker-dealer and investment advisor representative. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Financial planning fees
1
2
TX
01/01/2025 - Present
LEO Wealth, LLC (HURST TX)
AZ
09/25/2006 - 10/30/2009
MAIN STREET SECURITIES, LLC (CHANDLER AZ)
CA
04/02/2004 - 09/26/2006
CAPITAL ANALYSTS, INCORPORATED (LAGUNA HILLS CA)
NY
08/26/2002 - 03/30/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
AZ
07/02/1992 - 08/16/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/16/1991 - 12/31/1991
CENTURY INVESTORS OF AMERICA, INC.
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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