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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 Waeghe is a financial advisor with Morgan Stanley and has been in the industry for over 15 years. He specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and institutions. Daniel holds a variety of licenses and certifications, including Series 3, 4, 7, 9, 10, 63 and 66, demonstrating his commitment to providing comprehensive financial guidance. Daniel has worked with a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. He is dedicated to building long-term relationships with clients and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
04/08/2020 - Present
Morgan Stanley (Kingsland GA)
FL
05/08/2008 - 07/13/2017
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 03/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2014
Series 4 - Registered Options Principal Examination
BC
Issued 08/28/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2018
Series 3 - National Commodity Futures Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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