Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Logan Daniel is an investment advisor representative with Henssler Financial. Thomas has over 6 years of experience in the financial services industry. Thomas has been registered with the state of Georgia since January 8, 2016, and is currently active. Previously, Thomas was registered with ALPS DISTRIBUTORS, INC. and ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC. Thomas holds the Series 66, Series 7, and Series 24 licenses. Thomas has a strong background in financial planning and advising.
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.
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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GA
01/08/2016 - Present
Henssler Financial (Atlanta GA)
GA
10/20/2015 - 05/24/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
GA
09/04/2013 - 09/30/2015
ALLEN, MOONEY & BARNES BROKERAGE SERVICES, LLC (THOMASVILLE GA)
BOTH
Issued 10/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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