Unclaimed
Daniel T. Bass is a financial professional with over 13 years of experience in the industry. Daniel is currently registered with Performance Trust Capital Partners, LLC in Houston, TX, where he has been working since December 2012. Previously, he worked with FBR Capital Markets & Co. and The Carson Medlin Company. Daniel holds licenses in multiple states, including Texas, Illinois, Oklahoma, and Colorado. Daniel specializes in providing a variety of financial services to individual investors.
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.
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.
1
2
TX
12/12/2012 - Present
Performance Trust Capital Partners, LLC (HOUSTON TX)
TX
04/20/2010 - 12/20/2012
FBR CAPITAL MARKETS & CO. (HOUSTON TX)
FL
05/05/2009 - 04/19/2010
THE CARSON MEDLIN COMPANY (TAMPA FL)
BC
Issued 05/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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