Unclaimed
Daniel Alexander Reynolds is a financial advisor with Wilmington Capital Securities, LLC. Daniel is a registered representative with FINRA and is licensed to sell securities in Florida. He earned the Series 63, Series 7TO and SIE licenses. Daniel has experience working with high-net-worth individuals, corporations or other businesses and individuals other than high-net-worth individuals. Daniel focuses on financial planning and portfolio management for individuals.
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.
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.
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2
FL
01/22/2024 - Present
Wilmington Capital Securities, LLC (Lauderdale by the Sea FL)
BC
Issued 03/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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