Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Robert Leugers is a financial advisor currently registered with Raymond James & Associates, Inc. Daniel has been in the industry since October 22, 1985. Daniel has a wide range of experience in the financial services industry, including previous roles at Morgan Keegan & Company, Inc., UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated. Daniel is registered with the Securities and Exchange Commission (SEC) and is licensed in 28 states. Daniel specializes in providing a variety of financial services, including financial planning, investment management, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
1
2
KY
02/24/2022 - Present
Raymond James & Associates, Inc. (COVINGTON KY)
KY
05/12/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
NJ
01/28/1995 - 06/01/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
10/23/1985 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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