Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Williams is a financial advisor with over 15 years of experience in the financial services industry. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST® and is registered to offer advisory services in Pennsylvania and Texas. Daniel has worked for Vanguard Advisers, Inc., a leading investment management company, since 2021. Prior to joining Vanguard Advisers, Inc., Daniel was with Brinker Capital Securities, LLC and Vanguard Marketing Corporation. Daniel has a strong background in providing financial advice and investment management services to individuals and families.
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.
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.
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
PA
09/30/2021 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
08/17/2010 - 01/04/2021
BRINKER CAPITAL SECURITIES, LLC (BERWYN PA)
PA
10/13/2004 - 08/02/2010
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 10/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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