Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Paul Frederick is an active financial advisor with Avantax Advisory Services in Irving, TX. Danny has been working in the financial services industry since January 26, 2000. Danny has a Series 66, Series 7 and SIE license. Danny is also registered with the state of Louisiana. Danny is a Vice President at DARNALL, SIKES & FREDERICK (A CORPORATION OF CERTIFIED PUBLIC ACCOUNTS) and is a Financial Advisor and Member of DARNALL SIKES WEALTH PARTNERS LLC (formerly DSF WEALTH MANAGEMENT LLC). Danny also works as a trustee for the DARNALL, SIKES, GARDES & FREDERICK 401(K) PROFIT SHARING PLAN. Danny provides a variety of financial services to individuals, corporations, businesses and pension plans. Danny has over 20 years of experience in the financial services industry and is committed to providing clients with personalized financial advice.
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
TX
10/25/2019 - Present
Avantax Advisory Services (IRVING TX)
LA
01/27/2000 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (EUNICE LA)
BOTH
Issued 02/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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