Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Brian Smith is a financial advisor with Allstate Financial Advisors, LLC. Daniel Brian Smith has been in the financial services industry since September 4, 2003. Daniel Brian Smith has held registrations with several other firms prior to joining Allstate Financial Advisors, LLC including INFINEX INVESTMENTS, INC., PNC INVESTMENTS, HARTFORD EQUITY SALES COMPANY INC., and AXA ADVISORS, LLC. Daniel Brian Smith is licensed to provide financial advice in Delaware, Maryland, Pennsylvania, Texas, and Virginia.
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.
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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.
Third party advisory fees
1
2
MD
03/10/2017 - Present
Allstate Financial Advisors, LLC (Clarksville MD)
VA
10/17/2012 - 01/27/2017
INFINEX INVESTMENTS, INC. (GLEN ALLEN VA)
DC
01/10/2011 - 10/04/2012
PNC INVESTMENTS (WASHINGTON DC)
CT
06/29/2005 - 12/07/2010
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
05/29/2003 - 06/16/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 03/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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