Daniel Smith, financial advisor Blue Bell PA
93 score

Daniel Smith

CRD Number: 1028416
Current Firm: Mutual Of Omaha Investor Services, Inc.

Daniel Smith (CRD# 1028416) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Blue Bell, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual/united Of Omaha Lorain, OH Jul 1980 - Current 36
Mutual Of Omaha Investor Services, Inc. Independence, OH Jun 1980 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination Apr 2007
Contact Info for Daniel P. Smith
Phone Number: 402-351-5770
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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