Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Bruce Massow is a financial advisor at Raymond James Financial Services Advisors, Inc., a firm based in Saint Petersburg, Florida. Daniel has been in the industry since 2021 and holds the Series 7TO, Series 63, and SIE licenses. Daniel also holds the Certified Financial Planner designation. Daniel specializes in providing financial planning services to individuals, corporations, and businesses. Daniel is currently registered with the state of Arizona and is actively pursuing a career in financial advising.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
08/23/2024 - Present
Raymond James Financial Services Advisors, Inc. (MESA AZ)
BC
Issued 07/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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