Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Ray Strain is an Investment Advisor Representative associated with Cape Investment Advisory, Inc. Danny has been in the industry for 38 years and is registered in both Alabama and Georgia. Danny specializes in Financial Planning, Pension Consulting, Educational Seminars and Portfolio Management for individuals. Danny is a Chartered Financial Consultant and holds the Series 7TO, Series 63, Series 65 and Series 1 licenses. Danny previously worked with Resource Horizons Group LLC, PAN-AMERICAN FINANCIAL ADVISERS, AURA FINANCIAL SERVICES, INC., PROEQUITIES, INC. and EQUITY SERVICES, INC. and PRUCO SECURITIES CORPORATION.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
02/06/2009 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
GA
01/03/2005 - 11/03/2008
RESOURCE HORIZONS GROUP LLC (COLUMBUS GA)
LA
03/25/2002 - 12/31/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
AL
01/02/2001 - 03/05/2002
AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
AL
11/18/1996 - 01/16/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
VT
01/01/1994 - 02/02/1996
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
07/28/1987 - 12/31/1991
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
09/02/1982 - 07/29/1987
PRUCO SECURITIES CORPORATION
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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