Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stephany is a registered representative with Principal Securities, Inc., who is based in Broken Arrow, Oklahoma. Daniel has 6 years of experience in the financial industry. Daniel holds a Series 6 and Series 63 license, and has passed the SIE exam. Daniel has previously worked with Gradient Securities, LLC and Lincoln Investment. Daniel is currently registered in Oklahoma as a Registered Representative, and has been a registered representative in the state since 7/18/2024. In addition to his role with Principal Securities, Inc., Daniel is an insurance agent for Flippo Insurance.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
OK
02/18/2025 - Present
Principal Securities, Inc. (Broken Arrow OK)
SD
04/13/2018 - 12/31/2022
GRADIENT SECURITIES, LLC (Brandon SD)
IA
12/04/2017 - 04/13/2018
LINCOLN INVESTMENT (West Des Moines IA)
IA
07/21/2016 - 11/10/2017
PFS INVESTMENTS INC. (URBANDALE IA)
BC
Issued 08/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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