Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Richard Anderson is a financial advisor with Next Financial Group, Inc., a company that has 454 registered representatives, 358 investment advisor representatives, and 322 licensed agents. Daniel Anderson is registered with the Financial Industry Regulatory Authority (FINRA) and has over 30 years of experience in the financial services industry. Daniel Anderson is a Series 6, 7, 24, 63, and 66 licensed advisor. Daniel Anderson is also the owner of Diamond A Financial Services, a DBA of his financial services business, and Diamond A Ranch, a ranching operation. Daniel Anderson is a board member of the Bandera Museum of Natural History of Art.
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.
Seminar/workshop attendance fees
1
2
TX
09/17/2007 - Present
Next Financial Group, Inc. (BANDERA TX)
TX
02/15/2002 - 09/18/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (BANDERA TX)
IN
11/24/1993 - 02/19/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/24/1993 - 02/19/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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