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Portfolio Management for Investment Companies Advisors
5,918 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Portage, MI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Thomas Rishel is a financial advisor with Cambridge Investment Research Advisors, Inc. Daniel has been working in the financial industry since October 2013 and is registered with both FINRA and the state of Michigan. Daniel holds Series 7TO, SIE and Series 66 licenses. Daniel is also registered with the state of Michigan as an Investment Advisor Representative. Daniel offers a variety of financial services including financial planning, portfolio management for individuals and businesses, educational seminars, and market timing services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

LEXINGTON, SC

experience

9 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Daniel Klemm is a registered representative with Centaurus Financial, Inc. Daniel has been in the securities industry since 2015 and is licensed in 16 states. Daniel provides financial planning and portfolio management services to individuals and corporations. Daniel also holds a Series 7 and Series 65 license, as well as the SIE exam.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Cockeyesville, MD

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Stirling Taylor is a financial advisor registered with Cambridge Investment Research Advisors, Inc., located in Cockeysville, Maryland. Daniel has been in the financial services industry since 2004. Daniel is licensed in 17 states and holds Series 66, Series 7, Series 86, and Series 87 licenses. Daniel is a licensed insurance agent for various independent insurance companies and is a member of the Stake Club Philanthropy Committee. Daniel is the co-owner of DST Financial Services, located in Cockeysville, Maryland.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Grafton, WI

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Daniel McKelvey is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., registered in Wisconsin and Texas. Daniel has been in the financial services industry since 1992. Daniel is a licensed insurance agent and has held positions with Investment Centers of America, Inc. and The O.N. Equity Sales Company. Daniel has a wide range of experience and expertise in financial planning, portfolio management, and investment strategies. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed
location

Chicago, IL

0 Disclosures

ADVISOR BIO

Daniel Sobol is an investment advisor representative at Corient, based in Nokomis, FL. Daniel has been in the industry since 1997, and holds Series 65 and Series 2 licenses. Daniel's specializations include portfolio management for businesses and individuals. Daniel is also an investment advisor representative for Corient Services LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Great Neck, NY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Jonathan Gopen is a financial advisor registered with Cambridge Investment Research Advisors, Inc. located in Great Neck, New York. Daniel has been in the securities industry since 2011. He has a Series 7, Series 63, and Series 66 license. Daniel also holds a Securities Industry Essentials Examination certification. He is registered in several states, including Florida, Nevada, New Jersey, New York, Pennsylvania, and Texas. He has a history of working in the industry with firms such as National Securities Corporation and Prime Capital Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Ottawa, OH

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Robert Turnwald is a financial advisor at Cambridge Investment Research Advisors, Inc. Daniel has been working in the financial industry since January 4, 2023. Daniel is licensed in Ohio and holds the Series 66, Series 7TO, and SIE exams. Daniel is also an independent insurance agent for various independent insurance companies. Daniel's specializations include asset allocation, investment strategies, retirement planning, insurance planning, college planning, and estate planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Montgomery, AL

0 Disclosures

ADVISOR BIO

Daniel McKenzie is a financial advisor with over 10 years of experience in the industry. Daniel currently works with Cambridge Investment Research Advisors, Inc. Daniel is registered to provide investment advisory services in Alabama. Daniel is also licensed to conduct securities business in Alabama. Previously, Daniel was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and has also been employed by Kintail Capital, LLC, Level Four Advisory Services, LLC, and LEVEL FOUR FINANCIAL, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Prospect, KY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Christopher Moyers is a financial advisor with Cambridge Investment Research Advisors, Inc. Daniel Moyers has over 23 years of experience in the financial services industry. Daniel Moyers is registered with FINRA and the State of Kentucky. Daniel Moyers has Series 7 and Series 66 securities licenses. Daniel Moyers specializes in financial planning, portfolio management, and investment consulting. Daniel Moyers is a Registered Representative of Cambridge Investment Research, Inc. Cambridge Investment Research Advisors, Inc. is an investment advisor. Daniel Moyers provides financial and investment services to individual investors, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Rockford, IL

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Leonard is a registered representative with Cambridge Investment Research Advisors, Inc. located in Rockford, IL. Daniel has been in the financial services industry since January 2004 and is licensed to provide investment advisory services in Illinois. Daniel's primary focus is on financial planning, pension consulting, educational seminars, and market timing services. Daniel Leonard is also a registered representative with Cambridge Investment Research, Inc. located in Fairfield, IA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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