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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 Bufkin is a financial advisor with Morgan Stanley, based in Anderson, South Carolina. Daniel has been in the financial industry since 2000 and holds a variety of licenses and certifications including Series 7, 9, 10, 63, 65, and the SIE exam. In addition to working with Morgan Stanley, Daniel has previously worked for Stifel, Nicolaus & Company, Incorporated, Scott & Stringfellow, LLC and The Investment Center, Inc. Daniel specializes in providing financial planning, portfolio management, and asset allocation advice to a range of clients, including individuals, high-net-worth individuals, families, businesses, trusts, and estates. Daniel is also a Certified Financial Planner (CFP).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
SC
01/31/2018 - Present
Morgan Stanley (ANDERSON SC)
SC
02/26/2009 - 07/20/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ANDERSON SC)
SC
10/26/2007 - 03/23/2009
SCOTT & STRINGFELLOW, LLC (ANDERSON SC)
SC
06/27/2000 - 10/29/2007
THE INVESTMENT CENTER, INC. (ANDERSON SC)
IA
Issued 10/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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