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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antwan? Claim Your ProfileAntwan Daniels is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., specializing in providing financial and investment advice to a diverse client base. Antwan has been in the financial services industry since 2013 and holds a Series 7, Series 66, and SIE license, providing the expertise needed to cater to various investment needs. Having previously worked with firms like Morgan Stanley and J.P. Morgan Securities LLC, Antwan has a strong understanding of the financial markets and a proven track record of success. Antwan Daniels is dedicated to providing personalized investment strategies tailored to the unique circumstances of each client.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/21/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PASADENA CA)
CA
04/21/2015 - 10/29/2015
J.P. MORGAN SECURITIES LLC (GLENDORA CA)
CA
01/09/2014 - 04/23/2015
MORGAN STANLEY (BREA CA)
CA
04/15/2013 - 05/29/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RIVERSIDE CA)
BOTH
Issued 01/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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