Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Greaves is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Daniel has been in the securities industry since September 4, 2015 and has experience in the securities and investment advisory industry. Daniel also has experience at Citizens Securities, Inc. Daniel holds the Series 7, Series 6, and Series 63 securities licenses, as well as the Series 65 investment advisor license and the SIE. Daniel holds a Series 63 registration in 45 states and a Series 65 in 1 state. Daniel Greaves has a strong track record of success in the financial services industry and is committed to providing his clients with personalized, comprehensive financial advice. Merrill Lynch, Pierce, Fenner & Smith Inc. is a full-service brokerage firm that provides a wide range of investment products and services to individual and institutional clients. The firm's services include investment advisory, brokerage, and capital markets. Merrill Lynch, Pierce, Fenner & Smith Inc. is committed to providing its clients with high-quality financial advice and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TN
09/23/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
PA
07/10/2015 - 07/24/2018
CITIZENS SECURITIES, INC. (PLEASANT HILLS PA)
IA
Issued 05/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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