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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 Bradford Gwilliam is an investment advisor representative at Watts Gwilliam & Company, LLC, located in Gilbert, AZ. Daniel has been in the industry since 1997, with experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pilgrim Securities, Inc., and BA Investment Services, Inc. Daniel is registered with the state of Arizona as an Investment Advisor Representative. Daniel has passed exams Series 6, 7, 63, 65, and 66. The advisor is registered with the firm, Watts Gwilliam & Company, LLC, and is licensed to provide advisory services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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AZ
06/17/2004 - Present
Watts Gwilliam & Company, LLC (GILBERT AZ)
NY
06/23/1999 - 06/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
01/01/1999 - 05/10/1999
PILGRIM SECURITIES, INC. (WINDSOR CT)
CA
07/29/1997 - 12/11/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 05/22/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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