Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ray Saur is a financial advisor registered with Beacon Pointe Advisors, LLC. Daniel has been in the financial services industry for over 28 years. Daniel has also worked for KALOS CAPITAL, INC. and D.R. SAUR FINANCIAL, INC.. Daniel's areas of expertise include consulting, financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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TX
05/20/2021 - Present
Beacon Pointe Advisors, LLC (Plano TX)
TX
04/07/2008 - 12/18/2019
KALOS CAPITAL, INC. (DALLAS TX)
BC
Issued 07/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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