Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Adel is a financial advisor with over 30 years of experience in the industry. Daniel currently works at Planmember Securities Corp. in Lake City, FL. Daniel has a strong background in financial planning, portfolio management, and investment advisory services. Daniel is also a registered representative with FINRA and a registered investment advisor with the state of Florida.
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.
Provides investment supervisory services
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.
1
2
FL
09/02/2008 - Present
Planmember Securities Corp. (LAKE CITY FL)
FL
01/04/2006 - 09/09/2008
NEXT FINANCIAL GROUP, INC. (LAKE CITY FL)
TX
03/26/2002 - 01/13/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
FL
01/02/2002 - 04/04/2002
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
MO
01/03/1992 - 12/31/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
04/26/1991 - 12/31/1991
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
NA
11/27/1990 - 04/29/1991
F.N. WOLF & CO., INC.
CO
08/08/1990 - 11/24/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
09/24/1987 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 03/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/01/1989
Series 4 - Registered Options Principal Examination
BC
Issued 08/24/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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