Unclaimed
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 an investment advisor representative at Eagle Strategies LLC. Daniel has been working in the financial services industry since November 7, 2021. He is licensed to sell securities in 11 states. Daniel holds the Series 63, Series 65, and Series 7TO licenses. He is also a registered investment advisor in Virginia. Daniel has been working as a broker for New York Life Insurance Company and NYLIFE Securities LLC since 2021. He is also the owner of Solid Rock Financial Partners, LLC. Daniel's areas of specialization include financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. He provides portfolio management services for individuals and businesses.
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.
1
2
VA
03/06/2023 - Present
Eagle Strategies LLC (Roanoke VA)
IA
Issued 03/03/2023
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 11/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Webb is the right advisor for you? Invested Better is here to help.
