Unclaimed
Daniel Howell is a financial advisor with over 15 years of experience in the industry. Currently, Daniel is registered with CWA Asset Management Group and is licensed to practice in Florida. Daniel has extensive experience in various investment areas, including portfolio management for individuals and businesses, financial planning, and pension consulting. Daniel has held previous positions at Fidelity Brokerage Services LLC and Camarda Wealth Advisory Group. Daniel is a Certified Financial Planner.
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.
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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2
FL
04/22/2022 - Present
CWA Asset Management Group (Jacksonville FL)
FL
04/05/2007 - 10/07/2013
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 11/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2020
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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