Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gillett is a financial advisor based in Dallas, TX. Daniel has been in the industry since April 8, 2000. Daniel is currently registered with Speyside Advisors, LLC and has previously been registered with KLR GROUP, LLC, BLACKHILL ADVISORS LP, and CS FIRST BOSTON CORPORATION. Daniel holds the Series 7, Series 24, Series 63, Series 79, SIE and Series 99TO licenses. Daniel's current employment began on January 18, 2019.
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.
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.
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2
TX
01/18/2019 - Present
Speyside Advisors, LLC (Dallas TX)
TX
01/04/2018 - 05/06/2019
KLR GROUP, LLC (HOUSTON TX)
TX
08/03/2004 - 05/09/2017
BLACKHILL ADVISORS LP (DALLAS TX)
NY
05/22/1990 - 05/11/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 08/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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