Daniel Cadez
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel Cadez JR, who also goes by Daniel Cadez, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 1998. Daniel had worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 13, 2010 - December 31, 2019
ADVANCED FINANCIAL PLANNING, INC.
November 21, 2001 - July 19, 2012
WRP INVESTMENTS, INC.
November 10, 1999 - December 10, 2001
VESTAX SECURITIES CORPORATION
June 23, 1999 - November 12, 1999
HANTZ FINANCIAL SERVICES, INC.
February 12, 1998 - June 25, 1999
VESTAX SECURITIES CORPORATION
State Registrations and Notice Filings
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Exams
Current Firm
ADVANCED FINANCIAL PLANNING, INC.
CRD#: 116896 / SEC#: 801-67765
Contact information
Red Flags
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