Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Joseph Thomas has been in the financial services industry since February 2, 2000. Danny is a registered representative of Avantax Advisory Services and is licensed to offer securities and investment advice in Arkansas, Colorado, Kansas, Oklahoma, Oregon, and Texas. Danny is also a partner in DJD, LLC, a company that provides car wash services, and is an accountant/bookkeeper for Dechant, Unruh and Company, a tax preparation and accounting firm. Danny is a board member of the Perfect Fit Foundation, an organization for children with disabilities, mainly autism.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
KS
05/03/2002 - Present
Avantax Advisory Services (DODGE CITY KS)
OH
12/14/2000 - 10/08/2001
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NY
11/19/1999 - 09/28/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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