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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alan Tichenor is a financial advisor with over 17 years of experience in the financial services industry. Daniel is currently registered with Morgan Stanley, a leading global financial services firm. Daniel is a Series 7 and Series 66 licensed professional, and holds a SIE license as well. Daniel has extensive experience providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Daniel is committed to helping clients achieve their financial goals through a personalized approach to financial planning and investment management. Daniel is dedicated to building long-term relationships with clients, and providing them with the highest level of service and expertise. Prior to joining Morgan Stanley, Daniel worked at UBS Financial Services Inc. and MetLife Securities Inc.. Daniel has held a number of leadership positions within his firm. Daniel is highly regarded in the financial services industry for his expertise and integrity.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/23/2020 - Present
Morgan Stanley (Walnut Creek CA)
CA
10/06/2008 - 10/27/2017
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
CA
08/12/2004 - 08/07/2007
METLIFE SECURITIES INC. (WALNUT CREEK CA)
CA
08/12/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALNUT CREEK CA)
BOTH
Issued 08/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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