Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Alexander Cornwell is a financial advisor registered with Kestra Advisory Services, LLC. Daniel has been in the industry since April 12, 1995. Daniel has a broad range of experience and expertise, including working at AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Daniel is a registered Investment Advisor Representative with Kestra Advisory Services, LLC and is licensed in Michigan and Texas.
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.
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.
1
2
MI
10/25/2023 - Present
Kestra Advisory Services, LLC (Royal Oak MI)
MI
04/13/1995 - 06/18/2019
AXA ADVISORS, LLC (ROYAL OAK MI)
NY
04/13/1995 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Cornwell is the right advisor for you? Invested Better is here to help.
