Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Arthur Evans is a registered representative with Wells Fargo Clearing Services, LLC. Daniel has been in the securities industry since 1990. Daniel currently holds licenses in Texas and Washington. Daniel has been registered with Wells Fargo Clearing Services, LLC since 2016. Prior to that, Daniel was employed by Wells Fargo Advisors LLC. Daniel has experience in various investment-related businesses. In addition to Wells Fargo Clearing Services, LLC, Daniel has experience with Prudential Securities Incorporated and Salomon Smith Barney Inc. Daniel's areas of specialization include investment counseling, financial planning, portfolio management, and pension consulting. Daniel specializes in helping both individual and business clients.
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
WA
07/01/2003 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
NY
03/25/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/06/1999 - 03/13/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
AZ
02/15/1990 - 03/09/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 03/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
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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