Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Contreras is a financial advisor with Cuso Financial Services, LP. Daniel has over 20 years of experience in the financial industry. Daniel is a registered representative and investment advisor in Missouri and several other states. Daniel is also a Series 53 and Series 24 principal. Daniel has previously worked at Waddell & Reed and Ivy Funds Distributor, Inc. Daniel specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Daniel has a strong commitment to helping clients achieve 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.
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.
1
2
MO
10/11/2021 - Present
Cuso Financial Services, LP (Kansas City MO)
KS
03/22/2001 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
KS
04/15/2004 - 07/14/2005
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
BOTH
Issued 02/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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