Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Delgado is a financial advisor with Silver Oak Securities, Inc. Danny has been working in the industry since November 2014. Danny holds Series 6, 7TO, 62, and 63 licenses. Danny has been registered with the state of Arizona, Colorado, Florida, Illinois, Indiana, and Texas since December 2022. Danny is a registered representative with FINRA and a registered investment advisor with the state of Illinois. Danny's specialties include asset management, investment management, retirement planning, and insurance.
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.
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.
1
2
IL
12/20/2022 - Present
Silver OAK Securities, Inc. (Chicago IL)
IL
07/22/2022 - 12/21/2022
B. RILEY WEALTH MANAGEMENT (Chicago IL)
IL
01/07/2019 - 07/22/2022
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
FL
04/05/2018 - 01/11/2019
IFS SECURITIES (Tampa FL)
FL
11/18/2014 - 03/27/2018
PURSHE KAPLAN STERLING INVESTMENTS (Tampa FL)
IL
09/15/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (CHICAGO IL)
IA
Issued 05/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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