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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 Bryan Parker is an investment advisor representative with Raymond James & Associates, Inc. He has been in the securities industry since 1991 and holds Series 7, 9, 10, 63, and 65 licenses. Daniel has a long history of providing investment advice to clients in South Carolina, Texas, and many other states. Daniel is a registered investment advisor in South Carolina and Texas.
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.
Please see note in schedule d - miscellaneous
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
SC
08/16/2019 - Present
Raymond James & Associates, Inc. (CHARLESTON SC)
SC
09/08/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CHARLESTON SC)
SC
01/02/2002 - 09/18/2006
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
GA
04/06/2000 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
MO
02/17/1995 - 04/07/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/11/1991 - 03/01/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/12/1991 - 12/31/1993
FINANCIAL HORIZONS SECURITIES CORPORATION
IA
Issued 09/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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