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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 Britt Kimel is a financial advisor with Truist Advisory Services, Inc. Daniel Britt Kimel has been in the industry since May 29, 1991 and has a wealth of experience. Daniel Britt Kimel is registered with the state of North Carolina and Texas, and holds the Series 7, Series 63, Series 65, Series 72, and Series 26 licenses. Daniel Britt Kimel specializes in providing financial advice to individuals, businesses, and institutions. Daniel Britt Kimel is committed to providing clients with personalized service and helping them reach their financial goals. Daniel Britt Kimel was previously with NCF FINANCIAL SERVICES, INC., RBC DAIN RAUSCHER INC., RBC CENTURA SECURITIES, INC., UVEST INVESTMENT SERVICES, CUNA BROKERAGE SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
09/10/2021 - Present
Truist Advisory Services, Inc. (LEXINGTON NC)
NC
02/10/2003 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
NY
10/18/2002 - 02/20/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NC
06/01/1994 - 10/21/2002
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NC
10/22/1993 - 06/01/1994
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
IA
05/20/1993 - 10/15/1993
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
03/14/1991 - 03/09/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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