Daniel Mountain

Insurance Agent @ Financial Independence Group | Life & Health Insurance

Role: Registered Representative at Transamerica Financial Advisors, Inc.
Location: Denver, CO, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Daniel Mountain

With over 13 years of experience in the financial services industry, I am a passionate…

Experience

Registered Representative
Transamerica Financial Advisors, Inc.
Feb 2016 — Present

Education

Colorado State University
Bachelor of Applied Science - BASc, Business Administration and Management, General
Wheat Ridge High School
High School Diploma
1990 — 1993
Colorado State University
Bachelor of Applied Science - BASc, Man
Colorado State University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Colorado State University
Bachelor's degree, Business Administration and Management, General

Contact information

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Current company

Transamerica Financial Advisors, Inc.

Financial Services · 1.7K employees · Founded 1984 · Philadelphia, Pennsylvania, United States

Vested in your success – 100 percent. With decades of experience, Transamerica Financial Advisors, LLC., is a full-service, fully licensed, independent Broker/Dealer and Registered Investment Advisor. Our business revolves around your success. We currently handle more than $10 Billion in customer assets, with over 3,300 Registered Representatives serving clients in branch offices nationwide. CORPORATE OVERVIEW For decades, Transamerica Financial Advisors, Inc. has provided clients with the resources of a large corporation and the personalized service of a small firm. Transamerica Financial Advisors' financial professionals have the freedom and flexibility to offer clients investment choices from some of the most familiar names in the industry. DISCLOSURES Securities and Investment Advisory Services are offered through Transamerica Financial Advisors, LLC (TFA), a broker/dealer - Member FINRA, SIPC, MSRB and federally Registered Investment Advisor. Transamerica Financial Advisors, LLC financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered. WFGIA Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone 77••••••00 TFA Headquarters: Two Liberty Place, 50 South 16th Street Philadelphia, PA, 19102 Phone: 77••••••71 Neither Transamerica Financial Advisors, LLC nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal advisors regarding their particular situation and the concepts presented herein. 43•••••••25

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About Daniel Mountain

Experience

Registered Representative

Education

Colorado State University

Wheat Ridge High School

Colorado State University

Colorado State University

Colorado State University

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