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Daniel Christopher Moyers
Daniel Christopher Moyers

Financial consultant
& Certified Investment Broker

Click To Send a Whatsapp Message
Daniel Christopher Moyers

Financial consultant
& Certified Investment Broker

Click To Send a Whatsapp Message
About Me

Daniel Christopher Moyers is a verified Top U.S. financial Consultant with over 25 years of experience and 19 licenses in different states in the United States of America. She is a dedicated financial advisor who recognizes that financial planning extends beyond investment decisions. It's not just about managing money, it's about leveraging it to create meaningful opportunities for you, your family, and your community.

I provide expert guidance on securities, manage investment portfolios, and offer comprehensive financial planning services. As an experienced broker in both stock and real estate sectors, I bring a strategic approach to developing and executing trading and investment plans, while providing my clients with real estate investment opportunities that consistently produce strong financial returns. Acting in my clients’ best interests is my fiduciary duty, and I take that responsibility seriously.

My passion continues to grow. This is what excites me, fuels my drive, and brings me the greatest satisfaction. It’s not just something I excel at; it’s what I truly love to do. Our philosophy is simple: when we pritize our clients’ success, we achieve success together. Beyond teaching you to become a skilled technical trader, we also help expand your mindset in ways you never expected.

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0+
Years
Experience
Working

Experience

2010 - 2025
CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD#:39543)

Investment Advisor and Broker.

2010 - 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139)

Investment Advisor.

2003 - 2010
TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164)

Investment Advisor.

2000 - 2002
DEUTSCHE BANK SECURITIES INC. (CRD#:2525)

Broker and Investment advisor.

1991 - 1993
CITICORP SECURITIES MARKETS, INC. (CRD#:7474)

Broker and Investment advisor.

Beginners Guide

In the learning stages I do not think it’s possible to approach anything with a part time attitude and get an awesome results. Even if you fully commit yourself to something new it doesn’t guarantee you will get the results others are getting.

So imagine if you don’t even really bother trying. Learning to trade has been the hardest thing I have ever had to do if you are looking to do the same I strongly suggest you should go all in or better don’t try.

On the flip side, if you have spend 3 to 5 years mastering trading, the technical and your mindset, you’re getting epic results but you want to input less hours to explore other avenues then is 100% achievable. Find a trading style that suit you ( most likely swing trading ) and requires less time and you’re set.

Services

Personalized Financial Planning


Your financial goals deserve more than guesswork. As your investment advisor, I offer personalized financial planning designed specifically around your life goals and future vision. Whether you’re preparing for a secure retirement, growing long-term wealth, funding a child’s education, or preserving assets through thoughtful estate planning, I craft a strategy made exclusively for you. I believe real financial success comes from plans that evolve, not generic formulas, which is why I study your risk level, income, and aspirations, to design a plan that grows with you. With me, you gain a trusted partner committed to protecting your financial future, maximizing opportunities, and guiding you with clarity and confidence every step of the way.

Portfolio Management


I provide expert portfolio management that helps you grow wealth confidently and consistently over time. I build and actively manage a well-diversified investment portfolio that align with your financial goals, risk tolerance, and time horizon. From selecting the right mix of assets - stocks, bonds, real estate, and more - to constantly monitoring market conditions and rebalancing when needed, I ensure your investments stay optimized for maximum returns with controlled risk. With me, you don’t have to worry about guessing market trends, you can relax knowing that your portfolio gets expert, data-driven management focused on long-term growth and financial security.

Tax-Efficient Investment Planning


I help you grow your wealth the intelligent way, by strategically structuring your investments to minimize tax liabilities while maximizing long-term returns. From choosing tax-advantaged accounts and timing withdrawals strategically to selecting investments that reduce taxable events, I ensure your portfolio is optimized for both growth and efficiency. You don’t just make money — you keep more of it. With me, you gain a proactive partner who anticipates tax implications before they happen and builds a smarter path to sustainable, tax-efficient wealth.

Strategic Wealth Allocation


A strong financial future starts with a smart asset allocation strategy, and that’s exactly what I deliver. I carefully structure your portfolio by deciding the right percentage to invest across stocks, bonds, real estate, aviation industry, artificial intelligence, and more, based on your needs and comfort with risk. This approach ensures you’re not only positioned for consistent growth but also protected against market downturns. As market moves, I actively monitor and rebalance your portfolio as needed, so it stays aligned with your evolving goals and market conditions. With me, your money is always placed where it has the highest opportunity, with the right level of safety.

Retirement Income Planning


I help you create a steady and dependable retirement income plan so you can enjoy your future with peace of mind. Together, we’ll structure your withdrawals, pensions, and investment income in a way that ensures your savings last comfortably throughout your lifetime. My focus is on safety, stability, and long-term sustainability — so you’ll always know where your income is coming from and feel confident in every decision. You won’t have to worry about running out of money or managing market risks on your own — I’ll be there to guide you every step of the way.

Regulatory Guidance & Compliance Protection


I provide regulatory guidance and compliance protection to ensure your investments are always aligned with current financial laws and industry standards. You never have to worry about hidden risks, legal complications, or unknowingly making decisions that could lead to penalties. I stay constantly updated on evolving regulations and protect your portfolio from compliance-related issues before they arise. My goal is to give you clarity, transparency, and peace of mind, knowing that every step we take is safe, ethical, and fully compliant. With me, your financial future is managed with integrity and strict adherence to regulatory best practices.

Market Research, Analysis and Investment Recommendations


I provide in-depth market research and analysis to help you make well-informed, confident investment decisions. You never have to guess where to invest — I study economic trends, company performance, risk factors, and market opportunities on your behalf. Every recommendation I give is carefully evaluated to align with your goals, risk tolerance, and long-term strategy. My role is to simplify complex financial data into clear guidance you can trust, so you always know why a decision is being made. With me, you gain a steady, research-driven partner focused on protecting and growing your wealth with clarity and care.

Cash Flow & Budgeting Guidance


I help you gain full control over your finances through clear and sustainable cash flow and budgeting guidance. Together, we create a smart financial structure that ensures your income is allocated efficiently, covering your essential needs while still allowing room for savings, investments, and lifestyle goals. I analyze your spending patterns, identify opportunities to optimize, and guide you in making confident, informed financial decisions. My approach is practical and judgment-free, focused on long-term stability and peace of mind. With the right plan in place, you’ll always know where your money is going, and how to make it work for you.

Risk Assessment & Management


I help you understand and manage financial risk with clarity and confidence. Before making any investment decisions, I carefully assess your risk tolerance, financial goals, and time horizon to ensure every choice aligns with your comfort level. I continuously monitor market conditions and adjust your portfolio when necessary to protect you from unnecessary losses while still pursuing meaningful growth. My goal is to give you peace of mind, knowing your investments are managed with discipline, balance, and long-term stability in mind. With me, risk is not something to fear, it’s something to be intelligently controlled.

Professional Examinations and Honors I've reached.

SERIES 7 - UNIFORM COMBINED STATE LAW EXAMINATION

State Securities Law Exam
May 9, 2002

SIE - SECURITIES INDUSTRY ESSENTIALS EXAMINATION

General Industry/products Exam
Oct 1, 2018

SERIES 7 - GENERAL SECURITIES REPRESENTATIVE EXAMINATION

Gen/indusry/Products Exam
Apr 8, 2002

SERIES 24 - GENERAL SECURITIES PRINCIPAL EXAMINATION

Principal/Supervisory Exam
Mar 25, 2016

SERIES 63 - UNIFORM SECURITIES AGENT STATE LAW EXAMINATION

State Securities Law Exam
Aug 12, 2019

Testimonials

I am an incredibly busy business-woman, as a result of that I never really had enough to explore investment. I had very limited knowledge and needed an extra hand. A family friend of mine in the USA suggested Daniel 's Wealth Management scheme. I reached out and started my journey, I'm very happy I did. The returns are more than I expected. It's been six months of consistent growth. We have become best of friends.

Julianna Bartel
CEO, Henne

I have become increasingly wary about investing in crypto coins since it can be extremely risky. I found out about Daniel's financial management at a conference I was at in New York and decided to listen to what they had to say... I am incredibly happy I did because they really took the time to explain how the industry works and what makes them different. I decided to invest in Bitcoin and Dogecoin which was the current project they were working on, and I am already seeing a decent return with more scheduled to come online.

Josh Frydenberg
CEO, Vintage

I am new to investing and was referred to Mr Moyers by my inlaw in London who is also an investor with some of the projects that they offer. Being newly married and knowing that I want to start a family one day and own my house, I figured a good way to protect my families future was to invest. Daniel Christopher Moyersgave me so many positives to look forward to, I get a healthy guidance and after 8months of patience, I'm gonna own a house in Chicago. Definitely the best choice.

Gabriel Angelo
Woody Nature

I've been a nurse all my life and never had the time to figure out investing, Then I saw on youtube that inexperienced ones can get help from experts.That was news to me! I found Daniel Marie through a testimoney, reached out, and she was so welcoming. its been a year now, and I'm truly glad I met her. It feels good not having to worry about the markets ups and downs.

Chris Gomez
Registered Nurse

I am an incredibly busy surgeon and was feeling stressed about how and where to invest my money during the pandemic two years ago, Another doctor suggested I look into Daniel 's Wealth Management scheme, because he had invested with them. So, I reached out and I'm very happy I did. The returns are more than I expected from the platform. It's been two years of monthly passive income and consistent growth.

Federick Rickon
Surgeon

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Location:
Prospect, Kentucky.
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