Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cubbison is an investment advisor representative with W&S Brokerage Services, Inc. in Wilmington, NC. Daniel has been in the industry since 2021 and holds a Series 63, Series 65, and Series 6TO licenses, as well as the SIE. Daniel is registered in North Carolina, Ohio, and South Carolina.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
09/05/2024 - Present
W&S Brokerage Services, Inc. (Wilmington NC)
IA
Issued 09/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Cubbison is the right advisor for you? Invested Better is here to help.
