Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Daniels is an investment advisor representative at Syverson Strege & Company. Robert has over 9 years of experience in the financial services industry. Robert is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Robert provides financial planning and portfolio management services to individuals and businesses. Prior to joining Syverson Strege & Company, Robert was a financial advisor at Edward Jones, Sammons Financial Network, and LPL Financial. Robert has a passion for helping clients achieve their financial goals and believes that financial planning is essential to a successful life.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Selection of other advisers through third party
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.
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IA
03/15/2023 - Present
Syverson Strege (WEST DES MOINES IA)
IA
02/14/2022 - 03/07/2023
EDWARD JONES (CLIVE IA)
IA
01/29/2018 - 02/09/2022
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
IA
06/01/2016 - 01/29/2018
LPL FINANCIAL LLC (WEST DES MOINES IA)
IA
01/07/2015 - 05/27/2016
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
NE
04/07/2014 - 01/05/2015
PRUCO SECURITIES, LLC. (OMAHA NE)
IA
Issued 03/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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