Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ross Heironimus is an investment advisor representative with The Ameriflex Group, a firm that provides comprehensive wealth management, financial planning, and investment advisory services. Daniel has been in the industry since 2001. Daniel has a broad range of experience, having worked at several different firms, including Transamerica Financial Advisors, Inc., Signator Investors, Inc., and Independent Financial Group, LLC. Daniel also holds various licenses and certifications, including Series 7, 24, 51, 63, and 65. Daniel is committed to providing clients with personalized financial advice that meets their specific needs.
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.
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.
1
2
MO
07/17/2023 - Present
THE Ameriflex Group (Sikeston MO)
MO
07/17/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SIKESTON MO)
MO
02/13/2018 - 07/17/2023
INDEPENDENT FINANCIAL GROUP, LLC (Sikeston MO)
MO
05/13/2016 - 02/20/2018
SIGNATOR INVESTORS, INC. (SIKESTON MO)
MO
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SIKESTON MO)
MO
05/02/2002 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (SIKESTON MO)
NA
09/03/1992 - 10/07/1993
A. G. EDWARDS & SONS, INC.
IA
Issued 08/14/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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