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 Olley is a financial advisor with Cu Investment Solutions LLC. Daniel is registered with the state of Kansas and has 18 state registrations in other states. Daniel holds the Series 7TO, SIE and Series 63 licenses and is licensed to provide investment advisory services. Cu Investment Solutions LLC specializes in non-discretionary investment advisory services for institutional clients and is headquartered in Overland Park, Kansas.
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.
Non discretionary investment advisory for institutional clients
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.
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KS
03/06/2024 - Present
CU Investment Solutions LLC (OVERLAND PARK KS)
BC
Issued 12/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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