Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dunham is a financial advisor with over 20 years of experience in the industry. Daniel is a Certified Financial Planner® and holds Series 6, 7, 63, and 65 licenses. Daniel has worked with Raymond James Financial Services Advisors, Inc. since May 2020, and previously worked with Waddell & Reed. Daniel offers a variety of services, including financial planning, portfolio management, and investment consulting. Daniel's experience and expertise make him a valuable resource for individuals and families looking for financial guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
05/22/2020 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
04/20/2004 - 05/28/2020
WADDELL & REED (LAKE OSWEGO OR)
IA
Issued 11/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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