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 Congram is an investment advisor representative at Summit Global Investments, LLC. Daniel has been in the financial services industry for 15 years. He has a Series 6, Series 63, Series 65, and Series 26 license and has held various positions at Transamerica Financial Advisors, Inc, World Group Securities, Inc, and WMA Securities, Inc. Daniel is currently registered as an investment advisor representative in Utah and specializes in helping individuals, businesses, and investment companies with their financial planning and portfolio management needs. Daniel also has a strong background in real estate and provides advisory services for clients in that area.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical services.
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.
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.
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2
UT
08/22/2023 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
UT
03/15/2023 - 07/14/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (DRAPER UT)
UT
01/06/2012 - 07/15/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (DRAPER UT)
TN
07/23/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (BRENTWOOD TN)
GA
04/12/2002 - 12/31/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
06/16/1998 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/15/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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