Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Burns is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Daniel has been in the financial industry since 2008. Daniel is registered with the state of New York, and is also registered with FINRA. Daniel has passed the Series 63, Series 7, and SIE exams. Daniel has experience working with individuals, corporations, and charitable organizations. Daniel offers a variety of financial services including financial planning, investment consulting, and portfolio management.
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.
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.
Investment consulting services to institutional clients
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.
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NY
03/31/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BOHEMIA NY)
NY
05/29/2015 - 03/31/2022
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
07/18/2008 - 06/05/2015
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 07/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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