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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 Arrington Clouse is a financial advisor with Wells Fargo Clearing Services, LLC. Daniel has been in the financial services industry since 2009. He is registered to provide investment advice in Arizona, Texas, and 34 other states. Daniel specializes in retirement planning, college savings, estate planning, and insurance. Daniel has a strong commitment to providing his clients with personalized service and sound financial advice. He believes that by understanding his clients' goals and values, he can help them achieve their financial dreams. Daniel is committed to providing his clients with the highest level of service and professionalism.
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.
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.
Investment consulting services to institutional clients
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
AZ
01/03/2014 - Present
Wells Fargo Clearing Services, LLC (SCOTTSDALE AZ)
AZ
11/26/2009 - 08/07/2012
EDWARD JONES (PHOENIX AZ)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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