linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Akil Williams

Alps Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Akil Williams

Daniel Akil Williams is a financial professional with over 10 years of experience in the financial services industry. Daniel is currently registered with Alps Distributors, Inc. and has held previous positions with T. Rowe Price Investment Services, Inc., Calvert Investment Distributors, Inc., DWS Investments Distributors, Inc, John Hancock Distributors LLC, and AXA Advisors, LLC. Daniel holds the Series 7, Series 7TO, SIE, and Series 66 licenses. Daniel has a wide range of experience in the financial services industry and is dedicated to providing clients with personalized financial advice.

Firm Information

Daniel Williams is currently registered with Alps Distributors, Inc.. Alps Distributors, Inc. is a Corporation that was formed on July 1, 1985. It is registered in 53 states and is also approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

169

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Williams’s Registration & Firm History

MD

02/22/2024 - Present

Alps Distributors, Inc. (Baltimore MD)

MD

09/24/2021 - 02/20/2024

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

MD

04/20/2015 - 12/31/2015

CALVERT INVESTMENT DISTRIBUTORS, INC. (BETHESDA MD)

IL

09/17/2010 - 08/16/2013

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

IL

08/28/2007 - 09/07/2010

JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)

MA

01/23/2007 - 04/10/2007

AXA ADVISORS, LLC (WELLESLEY MA)

Not sure if Daniel Akil Williams is right for you?

Licenses & Designations

BOTH

Issued 12/29/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/24/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/21/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Akil Williams.
Not sure if Daniel Akil Williams is right for you?