Career
Daniel Stevens has been Senior VP of Hantz Financial Services since May 2024. Daniel Stevens is a control person of the firm and directly owns under 5% of it.
Hantz Financial Services, Inc. is a Southfield, MI firm with $10B under management, 24,070 clients and 333 advisers across 21 offices, as of its September 2026 filing.
- – present · 15 years, · Adviser representative · Firm CRD 46047
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| California | Approved | 7 November 2014 |
| Florida | Approved | 22 January 2015 |
| Michigan | Approved | 16 March 2011 |
- Status
- Approved
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 12 April 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 February 2011 |
| Series 7 | General Securities Representative Examination | 13 January 2011 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Daniel Joseph Stevens
- CRD
- 5868523
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Daniel Stevens work?
Daniel Stevens has been Senior VP of Hantz Financial Services, Inc. since May 2024, and is a control person of the firm.
Is Daniel Stevens a financial advisor?
Yes. Daniel Stevens has a current investment-adviser registration in California, Florida and Michigan, through Hantz Financial Services since March 2011.
How many years of experience does Daniel Stevens have?
Daniel Stevens has 15 years in the financial industry, since January 2011, across 1 adviser firm.
What exams has Daniel Stevens passed?
Daniel Stevens has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in January 2011. FINRA credited Daniel Stevens with the SIE, which began in October 2018.
Leadership at Hantz Financial Services
- John MachcinskiPresident/Secretary/Chief Compliance Officer
- Antonio NataleVice President of Asset Management
- David ArnoldSenior VP
- John BeebeSenior VP
- Samantha EscobedoSenior VP
- John HantzDirector
- Kimberly Diane HantzDirector
- Lauren Christine HantzDirector
- Thomas Craig McalearDirector
- Robert McclainSenior VP
- Jamie RacineSenior VP
- Michael ReidSenior VP
- David Joseph SheaDirector
- Jeffery SoperSenior VP
- Renee YarochVP/CFO/FINOP/Principal Operations Officer