Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Orellano is a financial advisor with over 38 years of experience in the financial services industry. Daniel currently is registered with First Heartland Consultants, Inc. and provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, corporations and other organizations. Daniel has worked with a variety of clients and has a strong track record of success. Daniel has a proven track record of providing exceptional service and financial advice to his clients.
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.
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2
AR
06/04/2012 - Present
First Heartland Consultants, Inc. (LITTLE ROCK AR)
TN
03/01/2007 - 02/13/2012
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
OH
09/11/2003 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
AR
03/04/1999 - 09/10/2003
ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)
DE
04/15/1997 - 03/31/1998
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
02/15/1991 - 03/31/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/13/1985 - 02/21/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/20/1984 - 05/06/1985
DELTA FINANCIAL INVESTMENT CORPORATION
NA
04/19/1983 - 10/04/1983
BRITTENUM & ASSOCIATES, INC.
IA
Issued 08/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/28/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 08/28/1985
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1985
Series 5 - Interest Rate Options Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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