Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel O'Very is a financial advisor with over 18 years of experience in the financial services industry. Daniel is currently a registered representative of Benjamin F. Edwards & Company, Inc., where Daniel has been employed since August 2013. Previously, Daniel was a registered representative of U.S. Bancorp Investments, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc. and IDS Life Insurance Company. Daniel is a Series 66, Series 7, Series 10, Series 9, Series 53 and Series 24 licensed financial advisor. Daniel has a strong background in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Daniel holds a Series 52TO license, which allows Daniel to provide investment advice to individuals and businesses on municipal securities. Daniel is also a Municipal Securities Principal licensed, allowing Daniel to supervise other representatives in this area.
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.
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
MO
08/14/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
12/16/2010 - 08/14/2013
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
05/06/2005 - 12/10/2010
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
05/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ST. LOUIS MO)
MN
08/26/2004 - 01/13/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/26/2004 - 01/13/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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