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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 Hahn is a financial advisor with Independent Financial Group, LLC located in Mountain View, CA. Daniel has been in the industry since November 1992. Daniel Robert Hahn is a registered representative with FINRA and a licensed investment advisor representative. Daniel holds Series 6, 7, 63, and 65 licenses. Daniel has been with Independent Financial Group, LLC since March 2017. Daniel has been working with individuals, families, businesses, and institutions for over 30 years. Daniel is committed to providing clients with comprehensive financial planning services. Daniel has a strong commitment to serving the needs of his clients. Daniel's experience and expertise make him a valuable resource for clients seeking financial guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Independent Financial Group, LLC (Mountain View CA)
CA
03/26/2008 - 03/08/2017
NEXT FINANCIAL GROUP, INC. (MOUNTIAN VIEW CA)
CA
11/30/1992 - 03/27/2008
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
IA
Issued 11/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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