Unclaimed
Daniel Scott Moore is a financial advisor with Empower Advisory Group, LLC, a firm based in Greenwood Village, CO. Daniel Scott Moore has been a registered investment advisor in the state of Colorado since June 6, 2014. Daniel Scott Moore specializes in investment advisory services for individuals and families, and has experience working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and individuals other than high net worth individuals. Prior to joining Empower Advisory Group, LLC, Daniel Scott Moore held positions at TIAA-CREF Individual & Institutional Services, LLC, USAA Financial Advisors, Inc., and Charles Schwab & Co., Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CO
06/06/2014 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
09/07/2012 - 01/24/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
03/10/2010 - 07/31/2012
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
11/12/2008 - 01/19/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
IA
Issued 05/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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