Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Price is a financial advisor with Truist Advisory Services, Inc. based in Alexandria, Virginia. Daniel has been in the financial services industry since 2005 and holds Series 6, 7, 63 and 65 securities licenses. Daniel is also a Certified Financial Planner. Daniel's previous experience includes working with BB&T Securities, LLC and SunTrust Investment Services, Inc. Daniel's practice focuses on providing financial planning and investment management services for individuals, businesses, and high-net-worth clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (ALEXANDRIA VA)
VA
05/15/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
07/19/2010 - 05/18/2015
SUNTRUST INVESTMENT SERVICES, INC. (ARLINGTON VA)
DC
12/22/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
VA
04/07/2005 - 02/06/2008
WACHOVIA SECURITIES, LLC (ARLINGTON VA)
OH
01/01/2005 - 01/25/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
IA
Issued 02/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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