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 Rush is a financial advisor with over 17 years of experience in the industry. Daniel is currently registered as an investment advisor representative with Valmark Advisers, Inc. and SDM Advisors, LLC. Daniel is also licensed in California, Florida and Washington. Daniel has a strong track record of success in providing investment advice and financial planning services to a wide range of clients, including individuals, families, and businesses. Daniel is committed to providing his clients with personalized service and a tailored approach to meet their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
CA
04/26/2021 - Present
Valmark Advisers, Inc. (San Francisco CA)
CA
03/29/2004 - 01/18/2013
NYLIFE SECURITIES LLC (SANTA ROSA CA)
CA
05/01/2008 - 05/22/2008
CUSO FINANCIAL SERVICES, L.P. (NOVATO CA)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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