Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sprusansky is a financial advisor at BOK Financial Securities, Inc. Daniel has been in the financial services industry for over eight years. Daniel is registered as an Investment Advisor Representative in Texas. Daniel has held previous positions at Raymond James & Associates, Inc. and KESTRA INVESTMENT SERVICES, LLC. Daniel offers portfolio management, financial planning, and educational seminars to his clients.
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.
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.
Furnishes advice about securities in any manner not described above.
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
TX
08/18/2022 - Present
BOK Financial Securities, Inc. (Fort Worth TX)
TX
02/04/2020 - 11/19/2021
KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)
TX
12/04/2015 - 07/01/2019
RAYMOND JAMES & ASSOCIATES, INC. (HOUSTON TX)
FL
01/14/2015 - 11/27/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
IA
Issued 07/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/23/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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