Unclaimed
Danny Horn is a financial advisor with over 25 years of experience in the financial services industry. Danny has been registered with Brokers International Financial Services, LLC since August 2017. Before joining Brokers International Financial Services, LLC, Danny was previously employed with Sterne Agee Financial Services, Inc. Danny holds Series 6, 7, 63, and 65 licenses. Danny has a broad range of experience and specializes in Retirement, Estate, College Savings, and Insurance planning. Danny is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Percentage of assets managed by third-party advisor firms
1
2
IA
08/01/2017 - Present
Brokers International Financial Services, LLC (URBANDALE IA)
OH
09/12/2014 - 08/01/2017
SA STONE WEALTH MANAGEMENT INC. (AKRON OH)
OH
02/24/2005 - 09/12/2014
WRP INVESTMENTS, INC. (AKRON OH)
CA
06/19/2002 - 02/04/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
03/02/1998 - 07/01/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NE
05/15/1996 - 03/02/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 08/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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