Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel T Houchens is a financial advisor registered with Valeo Financial Advisors, LLC. Daniel holds the Series 7, Series 31 and Series 66 licenses and is a Certified Financial Planner. Daniel joined Valeo Financial Advisors in 2012. Prior to this, Daniel held positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Valeo Financial Advisors provides portfolio management services to individuals, families, businesses and charitable organizations.
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.
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.
Percentage of client net worth
1
2
IN
04/16/2014 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
IN
06/03/2011 - 09/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
06/01/2009 - 06/08/2011
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
09/29/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (INDIANAPOLIS IN)
BOTH
Issued 10/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Daniel Houchens is the right advisor for you? Invested Better is here to help.
