Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel S. Moore is an investment advisor representative with Avantax Advisory Services and has been in the industry since March 10, 2011. Daniel is registered with the state of Ohio as an investment advisor representative and has been in the industry for over 12 years. Daniel is a licensed insurance agent and has experience in financial planning, investment planning, tax planning, estate planning and risk analysis. Daniel is associated with the Avantax Advisory Services branch office located in Powell, OH, and the Avantax Advisory Services branch office located in Dallas, TX.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
11/01/2023 - Present
Avantax Advisory Services (Powell OH)
OH
08/19/2022 - 11/22/2023
IFP SECURITIES, LLC (Powell OH)
OH
03/10/2011 - 08/25/2022
KEY INVESTMENT SERVICES LLC (Dublin OH)
BOTH
Issued 04/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Moore is the right advisor for you? Invested Better is here to help.
