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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kellar is an Investment Advisor Representative associated with Farther Finance Advisors. Daniel has been in the financial services industry since 1999 and is registered in Missouri and Texas. Daniel has Series 65 registration and has been a licensed professional since 2018. Daniel works with individuals, families, and businesses. Daniel's firm provides financial planning, pension consulting, and portfolio management.
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.
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.
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CA
04/02/2024 - Present
Farther (SAN FRANCISCO CA)
IA
Issued 10/12/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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