Unclaimed
Daniel Capper Youngblood is an experienced financial professional who is a Registered Representative with Private Advisor Group, LLC. Daniel has been working in the financial industry since 2007. Daniel earned the Certified Financial Planner designation and is licensed to offer financial services in multiple states. The information in this profile includes Daniel's qualifications, licenses, experience and current affiliations. This profile is provided for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities, and does not constitute investment advice.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
TX
02/01/2019 - Present
Private Advisor Group, LLC (Flower Mound TX)
NC
07/03/2008 - 07/01/2011
CLARK SECURITIES, INC. (GREENSBORO NC)
LA
09/18/2007 - 05/27/2008
CAPITAL ONE INVESTMENTS, LLC (NEW ORLEANS LA)
BOTH
Issued 09/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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