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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 Alexander Brown is an investment advisor representative with Arete Wealth Advisors, LLC, based in Chicago, Illinois. Daniel has been in the industry since July 2010. Before joining Arete Wealth Advisors, LLC, Daniel worked at FIRST UNION SECURITIES, INC. Daniel is registered with the state of Illinois and South Carolina. Daniel holds Series 63, 65, 7, 22, 79, and SIE licenses. Daniel specializes in providing investment advice and financial planning services to individuals, corporations, and pension and profit-sharing plans.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
10/25/2011 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
MO
02/07/2000 - 03/01/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 10/31/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2012
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/25/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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