Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Patrick Belz is an investment advisor representative with Stephens. Daniel has been in the financial services industry since February 22, 1981. Daniel's professional experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward D. Jones & Co., L.P.. Daniel holds FINRA Series 7, 63, and 65 licenses. Daniel is registered with the state of Arkansas and Texas, and works out of the HOT SPRINGS, AR branch office.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
03/24/2014 - Present
Stephens (HOT SPRINGS AR)
NY
05/02/1995 - 07/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
02/23/1981 - 05/01/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 09/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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