Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Pecaut Morris is a financial advisor at Creativeone Securities, LLC. Daniel has been in the financial services industry since 2014 and is registered in Colorado, Georgia, Illinois, Michigan, Missouri, New York, North Carolina, Oregon and Wisconsin. Daniel holds the Series 66, Series 7 and SIE licenses. Daniel also has prior experience at Oak Grove Investment Services, Inc., and AXA Advisors, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
01/09/2017 - Present
Creativeone Securities, LLC (Overland Park KS)
IL
03/11/2016 - 12/31/2016
OAK GROVE INVESTMENT SERVICES, INC. (ROCHESTER IL)
MO
01/01/2014 - 02/17/2016
AXA ADVISORS, LLC (CLAYTON MO)
BOTH
Issued 01/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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