Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Daniels is an active investment advisor representative with Slatestone Wealth LLC and has been in the industry since 2007. Charles Daniels is registered to provide investment advisory services in Florida and Texas. Charles Daniels previously worked at BMO Harris Financial Advisors, Inc. and UBS Financial Services Inc. Charles Daniels has passed the Series 66, Series 65, Series 7, and SIE exams.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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FL
06/22/2022 - Present
Slatestone Wealth LLC (JUPITER FL)
FL
01/04/2010 - 07/01/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (WEST PALM BEACH FL)
FL
12/06/2007 - 10/06/2009
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
IA
Issued 01/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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