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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Andrew Webb is a financial advisor with Eagle Strategies LLC. Daniel Andrew Webb is a registered investment advisor and broker in Virginia and holds licenses in multiple states, including California, Colorado, Florida, Maine, New Mexico, North Carolina, Ohio, South Carolina, Virginia, and West Virginia. Daniel Andrew Webb has worked in the financial industry since 2021 and specializes in providing financial planning, pension consulting, and portfolio management services for both individuals and businesses. Daniel Andrew Webb is also active in the local Republican Party and serves as a board member of the Roanoke County Republican Committee.
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.
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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VA
03/06/2023 - Present
Eagle Strategies LLC (ROANOKE VA)
IA
Issued 3/3/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/8/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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