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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 Cambra is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Daniel has been in the financial industry since September 16, 2015. Daniel is registered with the following states: Alaska, Arizona, California, Colorado, Georgia, Hawaii, Idaho, Illinois, Kentucky, Mississippi, Missouri, Nevada, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Washington. Daniel is also registered with FINRA and the Securities Industry Essentials (SIE) exam. Daniel provides financial planning services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Daniel is also a registered investment advisor in Utah.
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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UT
08/04/2023 - Present
Wells Fargo Advisors Financial Network, LLC (COTTONWOOD HEIGHTS UT)
UT
07/19/2016 - 08/04/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. GEORGE UT)
UT
10/18/2014 - 08/19/2015
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 06/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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