Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Hancock is a financial advisor registered with United Planners' Financial Services Of America A Limited Partner. Daniel has been in the financial services industry since 2013, and has experience working with clients in the following areas: investment companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Daniel has worked at several firms during his career, including Edward Jones, Cetera Investment Services LLC, LPL Financial LLC, and CUSO Financial Services, L.P.. Daniel currently holds active registrations as a Registered Representative in Wyoming and Texas.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
06/24/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
WY
09/20/2017 - 06/27/2022
CUSO FINANCIAL SERVICES, L.P. (CHEYENNE WY)
WY
11/29/2016 - 09/21/2017
LPL FINANCIAL LLC (CHEYENNE WY)
WY
06/17/2013 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (CHEYENNE WY)
MO
06/20/2012 - 08/17/2012
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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