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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny R. Holladay is a financial advisor with Valmark Advisers, Inc. Danny has been working in the financial industry since 2007 and has a diverse set of credentials. He is a Certified Financial Planner™ and holds multiple licenses including Series 6, 7, 63, and 65. Danny has experience providing financial planning and investment advisory services to a wide range of clients including individuals, families, businesses, and charitable organizations. Danny is also a partner and Director of Investments at ID Wealth, LLC.
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.
Strategic management for diversified investment portfolios.
Consulting
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
CO
04/25/2024 - Present
Valmark Advisers, Inc. (Littleton CO)
CO
03/25/2017 - 06/24/2020
MML INVESTORS SERVICES, LLC (Colorado Springs CO)
CO
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CO
12/17/2007 - 01/02/2015
NEW ENGLAND SECURITIES (GREENWOOD VILLAGE CO)
IA
Issued 01/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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